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

Accurate 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 		$3.94M Sell
5,680
-65
-1% -$43.3K 0.38% 55
2026
Q1 		$3.59M Sell
5,745
-2
-0% -$1.25K 0.43% 46
2025
Q4 		$3.67M Buy
5,747
+19
+0.3% +$11.8K 0.47% 43
2025
Q3 		$3.49M Buy
5,728
+3,175
+124% +$1.87M 0.46% 41
2025
Q2 		$1.47M Buy
2,553
+1,100
+76% +$578K 0.22% 113
2025
Q1 		$713K Buy
1,453
+550
+61% +$297K 0.14% 155
2024
Q4 		$482K Buy
903
+62
+7% +$33.6K 0.09% 204
2024
Q3 		$448K Sell
841
-707
-46% -$359K 0.09% 220
2024
Q2 		$799K Buy
1,548
+522
+51% +$251K 0.19% 115
2024
Q1 		$467K Buy
+1,026
New +$470K 0.14% 152
2023
Q3 		– Sell
-1,473
Closed -$608K – 302
2023
Q2 		$608K Buy
+1,473
New +$568K 0.19% 117
2023
Q1 		– Sell
-845
Closed -$303K – 1427
2022
Q4 		$303K Buy
+845
New +$299K 0.11% 160
2022
Q3 		– Sell
-710
Closed -$247K – 211
2022
Q2 		$247K Sell
710
-375
-35% -$141K 0.13% 127
2022
Q1 		$451K Buy
1,085
+86
+9% +$35.2K 0.2% 97
2021
Q4 		$426K Hold
999
– – 0.35% 80
2021
Q3 		$398K Buy
999
+29
+3% +$11.8K 0.35% 81
2021
Q2 		$382K Buy
+970
New +$372K 0.34% 76

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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

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

Accurate Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q2 2026, selling an estimated $43.3K and leaving 5,680 shares worth $3.94M. The position accounts for 0.38% of the portfolio, ranked #55.

Accurate Wealth Management first reported a position in VOO in Q2 2021 and has held it in 17 quarters since. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Accurate Wealth Management held 5,680 shares of Vanguard S&P 500 ETF worth $3.94M as of Q2 2026.
  • Accurate Wealth Management sold 65 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $43.3K.
  • Vanguard S&P 500 ETF made up 0.38% of Accurate Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Accurate Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 17 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.