VOO β€” Vanguard S&P 500 ETF

Ownership history in Select Asset Management & Trust  Β·  9 quarters on record

AI Ownership Summary

Select Asset Management & Trust reported Vanguard S&P 500 ETF (VOO) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.5% in 2024 Q4. The latest visible filing shows VOO at 0.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Select Asset Management & Trust's position in Vanguard S&P 500 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VOO was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Select Asset Management & Trust held VOO β€” position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 2,363 β€” 0% 0.46% $1K 2026-02-14 (Est.) $624.92
2025 Q3 UNCHANGED 2,363 β€” 0% 0.45% $1K 2025-10-30 $621.51
2025 Q2 REDUCED 2,363 -41 -1.7% 0.46% $1K 2025-08-14 $587.64
2025 Q1 UNCHANGED 2,404 β€” 0% 0.49% $1K 2025-05-12 $529.57
2024 Q4 REDUCED 2,404 -60 -2.4% 0.50% $1K 2025-02-13 $552.11
2024 Q3 ADDED 2,464 +102 +4.3% 0.48% $1K 2024-11-14 $535.50
2024 Q2 ADDED 2,362 +75 +3.3% 0.47% $1K 2024-08-12 $479.56
2024 Q1 ADDED 2,287 +952 +71.3% 0.46% $1K 2024-05-14 $469.05
2023 Q4 INITIATED 1,335 β€” β€” 0.29% $583 2024-02-13 $441.24

FAQ About Select Asset Management & Trust and VOO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Select Asset Management & Trust reported owning VOO?

Select Asset Management & Trust reported VOO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VOO position in Select Asset Management & Trust's portfolio?

The largest reported portfolio weight for VOO was 0.50% in 2024 Q4.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2025 Q4, when Select Asset Management & Trust reported 2,363 shares, equal to 0.46% of portfolio, with an estimated market value of $1K.

What does the chart on this VOO ownership page compare?

The chart compares Select Asset Management & Trust's quarterly VOO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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