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

49 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	$12.4M	Buy	18,053 +11,015	+157%	+$7.34M	2.36%	11
2026 Q1	$4.21M	Sell	7,038 -200	-3%	-$125K	0.31%	28
2025 Q4	$4.54M	Buy	7,238 +5,408	+296%	+$3.36M	0.37%	29
2025 Q3	$1.12M	Sell	1,830 -111	-6%	-$65.4K	0.11%	55
2025 Q2	$1.1M	Buy	1,941 +72	+4%	+$37.8K	0.12%	53
2025 Q1	$961K	Sell	1,869 -334	-15%	-$181K	0.12%	61
2024 Q4	$1.19M	Buy	2,203 +927	+73%	+$502K	0.17%	46
2024 Q3	$673K	Buy	1,276 +4	+0.3%	+$2.03K	0.11%	70
2024 Q2	$637K	Buy	1,272 +522	+70%	+$251K	0.13%	71
2024 Q1	$360K	Buy	+750	New	+$343K	0.08%	81

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

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

49 Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 157% in Q2 2026, buying an estimated $7.34M and bringing the position to 18,053 shares worth $12.4M. The position accounts for 2.36% of the portfolio, ranked #11.

49 Wealth Management first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 4,005 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

49 Wealth Management held 18,053 shares of Vanguard S&P 500 ETF worth $12.4M as of Q2 2026.
49 Wealth Management bought 11,015 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $7.34M.
Vanguard S&P 500 ETF made up 2.36% of 49 Wealth Management's portfolio in Q2 2026, its #11 holding.
49 Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
4,005 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.