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1900 Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

1900 Wealth Management’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 		$6.78M Sell
11,348
-24
-0.2% -$15K 0.44% 36
2025
Q4 		$7.13M Buy
11,372
+344
+3% +$214K 0.46% 31
2025
Q3 		$6.75M Buy
11,028
+86
+0.8% +$50.7K 0.46% 32
2025
Q2 		$6.22M Buy
10,942
+264
+2% +$139K 0.47% 33
2025
Q1 		$5.49M Sell
10,678
-454
-4% -$245K 0.46% 34
2024
Q4 		$6M Buy
11,132
+1,444
+15% +$782K 0.5% 35
2024
Q3 		$5.11M Buy
9,688
+137
+1% +$69.6K 0.44% 41
2024
Q2 		$4.78M Buy
9,551
+1,953
+26% +$940K 0.45% 42
2024
Q1 		$3.65M Buy
7,598
+539
+8% +$247K 0.33% 57
2023
Q4 		$3.08M Buy
7,059
+853
+14% +$349K 0.28% 68
2023
Q3 		$2.44M Buy
6,206
+2,275
+58% +$930K 0.24% 78
2023
Q2 		$1.6M Buy
3,931
+547
+16% +$211K 0.16% 98
2023
Q1 		$1.21M Hold
3,384
– – 0.13% 108
2022
Q4 		$1.19M Sell
3,384
-1,501
-31% -$530K 0.13% 110
2022
Q3 		$1.6M Buy
4,885
+2,169
+80% +$792K 0.19% 90
2022
Q2 		$942K Hold
2,716
– – 0.1% 120
2022
Q1 		$1.13M Buy
2,716
+940
+53% +$385K 0.11% 113
2021
Q4 		$775K Sell
1,776
-657
-27% -$277K 0.07% 143
2021
Q3 		$959K Sell
2,433
-149
-6% -$60.5K 0.09% 126
2021
Q2 		$1.02M Hold
2,582
– – 0.1% 116
2021
Q1 		$940 Hold
2,582
– – 0.07% 100
2020
Q4 		$888K Buy
+2,582
New +$842K 0.1% 89

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

1900 Wealth Management's VOO Position: Q1 2026 in Review

1900 Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.21% in Q1 2026, selling an estimated $15K and leaving 11,348 shares worth $6.78M. The position accounts for 0.44% of the portfolio, ranked #36.

1900 Wealth Management first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.13M in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • 1900 Wealth Management held 11,348 shares of Vanguard S&P 500 ETF worth $6.78M as of Q1 2026.
  • 1900 Wealth Management sold 24 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $15K.
  • Vanguard S&P 500 ETF made up 0.44% of 1900 Wealth Management's portfolio in Q1 2026, its #36 holding.
  • 1900 Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • 1900 Wealth Management's Vanguard S&P 500 ETF position peaked at $7.13M in Q4 2025.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on 1900 Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.