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 Q2	$7.86M	Buy	11,441 +93	+0.8%	+$62K	0.44%	34
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	$940K	Hold	2,582	–	–	0.07%	100
2020 Q4	$888K	Buy	+2,582	New	+$842K	0.1%	89

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 22.9% 1-Year Est. Return

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

1900 Wealth Management's VOO Position: Q2 2026 in Review

1900 Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.82% in Q2 2026, buying an estimated $62K and bringing the position to 11,441 shares worth $7.86M. The position accounts for 0.44% of the portfolio, ranked #34.

1900 Wealth Management first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

1900 Wealth Management held 11,441 shares of Vanguard S&P 500 ETF worth $7.86M as of Q2 2026.
1900 Wealth Management bought 93 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $62K.
Vanguard S&P 500 ETF made up 0.44% of 1900 Wealth Management's portfolio in Q2 2026, its #34 holding.
1900 Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.