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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

1776 Wealth's VOO Position: Q1 2026 in Review

1776 Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q1 2026, buying an estimated $492K and bringing the position to 7,762 shares worth $4.64M. The position accounts for 1.82% of the portfolio, ranked #13.

1776 Wealth first reported a position in VOO in Q2 2022 and has held it in 16 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

1776 Wealth held 7,762 shares of Vanguard S&P 500 ETF worth $4.64M as of Q1 2026.
1776 Wealth bought 787 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $492K.
Vanguard S&P 500 ETF made up 1.82% of 1776 Wealth's portfolio in Q1 2026, its #13 holding.
1776 Wealth first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.