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

Abound 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 		$22.9M Sell
33,307
-777
-2% -$518K 4.54% 8
2026
Q1 		$20.4M Buy
34,084
+1,261
+4% +$789K 4.63% 8
2025
Q4 		$20.6M Buy
32,823
+1,760
+6% +$1.09M 4.82% 8
2025
Q3 		$19M Buy
31,063
+2,932
+10% +$1.73M 4.76% 8
2025
Q2 		$16M Buy
28,131
+1,689
+6% +$888K 4.52% 8
2025
Q1 		$13.6M Buy
26,442
+1,243
+5% +$672K 4.54% 8
2024
Q4 		$13.6M Buy
25,199
+588
+2% +$318K 4.36% 7
2024
Q3 		$13M Buy
24,611
+1,594
+7% +$810K 4.31% 7
2024
Q2 		$11.5M Sell
23,017
-1,379
-6% -$664K 4.24% 7
2024
Q1 		$11.7M Buy
24,396
+264
+1% +$121K 4.47% 7
2023
Q4 		$10.5M Sell
24,132
-38
-0.2% -$15.6K 4.23% 8
2023
Q3 		$9.49M Sell
24,170
-246
-1% -$101K 4.04% 9
2023
Q2 		$9.94M Buy
24,416
+183
+0.8% +$70.6K 4.16% 8
2023
Q1 		$9.11M Buy
24,233
+408
+2% +$150K 4.09% 9
2022
Q4 		$8.37M Buy
23,825
+6,304
+36% +$2.23M 4.1% 9
2022
Q3 		$5.75M Buy
17,521
+13,137
+300% +$4.8M 3.11% 10
2022
Q2 		$1.52M Sell
4,384
-58
-1% -$21.9K 0.85% 20
2022
Q1 		$1.84M Buy
4,442
+491
+12% +$201K 1.33% 13
2021
Q4 		$1.72M Buy
+3,951
New +$1.67M 1.35% 12

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Abound Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q2 2026, selling an estimated $518K and leaving 33,307 shares worth $22.9M. The position accounts for 4.54% of the portfolio, ranked #8.

Abound Wealth Management first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Abound Wealth Management held 33,307 shares of Vanguard S&P 500 ETF worth $22.9M as of Q2 2026.
  • Abound Wealth Management sold 777 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $518K.
  • Vanguard S&P 500 ETF made up 4.54% of Abound Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Abound Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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