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

Adams 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 		$11.8M Buy
17,138
+1,243
+8% +$829K 2.25% 8
2026
Q1 		$9.5M Sell
15,895
-284
-2% -$178K 2.09% 9
2025
Q4 		$10.1M Sell
16,179
-96
-0.6% -$59.7K 2.16% 8
2025
Q3 		$9.97M Sell
16,275
-4,031
-20% -$2.38M 2.14% 8
2025
Q2 		$11.5M Buy
20,306
+263
+1% +$138K 2.2% 8
2025
Q1 		$10.3M Sell
20,043
-1,701
-8% -$920K 2.02% 11
2024
Q4 		$11.7M Buy
21,744
+1,461
+7% +$791K 2.24% 10
2024
Q3 		$10.7M Buy
20,283
+515
+3% +$262K 2.3% 12
2024
Q2 		$9.89M Buy
19,768
+737
+4% +$355K 2.28% 11
2024
Q1 		$9.15M Sell
19,031
-990
-5% -$453K 2.23% 11
2023
Q4 		$8.75M Sell
20,021
-8,035
-29% -$3.29M 2.59% 10
2023
Q3 		$11M Buy
28,056
+3,963
+16% +$1.62M 3.74% 5
2023
Q2 		$9.81M Sell
24,093
-819
-3% -$316K 3.06% 7
2023
Q1 		$9.37M Sell
24,912
-6,197
-20% -$2.27M 3.02% 7
2022
Q4 		$10.9M Buy
31,109
+22,091
+245% +$7.8M 3.86% 5
2022
Q3 		$2.96M Buy
+9,018
New +$3.29M 1.11% 13

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Adams Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 7.8% in Q2 2026, buying an estimated $829K and bringing the position to 17,138 shares worth $11.8M. The position accounts for 2.25% of the portfolio, ranked #8.

Adams Wealth Management first reported a position in VOO in Q3 2022 and has held it in 16 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Adams Wealth Management held 17,138 shares of Vanguard S&P 500 ETF worth $11.8M as of Q2 2026.
  • Adams Wealth Management bought 1,243 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $829K.
  • Vanguard S&P 500 ETF made up 2.25% of Adams Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Adams Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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