Historical positionETFBroad Index
Vanguard S&P 500 ETF logo

VOO

Vanguard S&P 500 ETF

Portfolio weight

Not currently held

Market-cap-weighted S&P 500 index fund.

This position has been exited. The analysis below is kept as a record of the reasoning at the time and is not maintained as current research. See the Decision Log for the full decision history.

Exited as part of the strategy shift

I exited this position as part of the broader move away from broad S&P 500 indexing. The reasoning is recorded in the Portfolio Strategy note at the top of the Decision Log rather than as a company-specific view. Nothing about the fund itself prompted the sale.