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

Able 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	$4.55M	Buy	7,606 +3,526	+86%	+$2.21M	1.22%	27
2025 Q4	$2.56M	Buy	4,080 +2,615	+178%	+$1.63M	0.81%	32
2025 Q3	$897K	Sell	1,465 -43	-3%	-$25.3K	0.34%	52
2025 Q2	$857K	Sell	1,508 -147	-9%	-$77.3K	0.43%	48
2025 Q1	$850K	Sell	1,655 -118	-7%	-$63.8K	0.5%	48
2024 Q4	$955K	Sell	1,773 -220	-11%	-$119K	0.63%	41
2024 Q3	$1.05M	Buy	1,993 +51	+3%	+$25.9K	0.8%	28
2024 Q2	$972K	Sell	1,942 -74	-4%	-$35.6K	0.8%	32
2024 Q1	$969K	Buy	2,016 +120	+6%	+$54.9K	0.85%	27
2023 Q4	$828K	Buy	+1,896	New	+$776K	0.75%	27

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

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

Able Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 86% in Q1 2026, buying an estimated $2.21M and bringing the position to 7,606 shares worth $4.55M. The position accounts for 1.22% of the portfolio, ranked #27.

Able Wealth Management first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Able Wealth Management held 7,606 shares of Vanguard S&P 500 ETF worth $4.55M as of Q1 2026.
Able Wealth Management bought 3,526 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $2.21M.
Vanguard S&P 500 ETF made up 1.22% of Able Wealth Management's portfolio in Q1 2026, its #27 holding.
Able Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.