1776 Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

1776 Wealth’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.16M	Sell	7,506 -256	-3%	-$171K	1.82%	12
2026 Q1	$4.64M	Buy	7,762 +787	+11%	+$492K	1.82%	13
2025 Q4	$4.37M	Hold	6,975	–	–	1.65%	13
2025 Q3	$4.27M	Hold	6,975	–	–	1.65%	13
2025 Q2	$3.96M	Buy	6,975 +387	+6%	+$203K	1.63%	12
2025 Q1	$3.39M	Buy	6,588 +200	+3%	+$108K	1.56%	13
2024 Q4	$3.44M	Buy	6,388 +218	+4%	+$118K	1.58%	13
2024 Q3	$3.26M	Hold	6,170	–	–	1.46%	14
2024 Q2	$3.09M	Sell	6,170 -5	-0.1%	-$2.41K	1.39%	13
2024 Q1	$2.97M	Hold	6,175	–	–	1.4%	16
2023 Q4	$2.7M	Hold	6,175	–	–	1.34%	15
2023 Q3	$2.42M	Hold	6,175	–	–	1.28%	20
2023 Q2	$2.51M	Sell	6,175 -37	-0.6%	-$14.3K	1.32%	14
2023 Q1	$2.34M	Buy	6,212 +5,088	+453%	+$1.87M	1.4%	15
2022 Q4	$395K	Buy	1,124 +336	+43%	+$119K	0.28%	71
2022 Q3	$259K	Buy	788 +125	+19%	+$45.7K	0.2%	92
2022 Q2	$230K	Buy	+663	New	+$250K	0.16%	106

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

1776 Wealth's VOO Position: Q2 2026 in Review

1776 Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 3.3% in Q2 2026, selling an estimated $171K and leaving 7,506 shares worth $5.16M. The position accounts for 1.82% of the portfolio, ranked #12.

1776 Wealth first reported a position in VOO in Q2 2022 and has held it in 17 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

1776 Wealth held 7,506 shares of Vanguard S&P 500 ETF worth $5.16M as of Q2 2026.
1776 Wealth sold 256 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $171K.
Vanguard S&P 500 ETF made up 1.82% of 1776 Wealth's portfolio in Q2 2026, its #12 holding.
1776 Wealth first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.