AE Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $190M | Sell |
317,194
-21,086
| -6% | -$13.2M | 1.02% | 14 |
|
|
2025
Q4 | $212M | Buy |
338,280
+6,423
| +2% | +$3.99M | 1.22% | 12 |
|
|
2025
Q3 | $203M | Buy |
331,857
+4,427
| +1% | +$2.61M | 1.3% | 11 |
|
|
2025
Q2 | $186M | Sell |
327,430
-28,105
| -8% | -$14.8M | 1.36% | 9 |
|
|
2025
Q1 | $183M | Sell |
355,535
-7,529
| -2% | -$4.07M | 1.54% | 8 |
|
|
2024
Q4 | $196M | Sell |
363,064
-13,399
| -4% | -$7.26M | 1.66% | 7 |
|
|
2024
Q3 | $199M | Sell |
376,463
-30,512
| -7% | -$15.5M | 1.8% | 5 |
|
|
2024
Q2 | $204M | Sell |
406,975
-961
| -0.2% | -$462K | 2.04% | 5 |
|
|
2024
Q1 | $196M | Sell |
407,936
-471,294
| -54% | -$216M | 2.22% | 3 |
|
|
2023
Q4 | $394M | Buy |
879,230
+115,399
| +15% | +$47.2M | 2.01% | 4 |
|
|
2023
Q3 | $300M | Sell |
763,831
-42,521
| -5% | -$17.4M | 1.79% | 5 |
|
|
2023
Q2 | $328M | Sell |
806,352
-28,548
| -3% | -$11M | 1.97% | 3 |
|
|
2023
Q1 | $314M | Sell |
834,900
-16,817
| -2% | -$6.17M | 2.02% | 5 |
|
|
2022
Q4 | $299M | Sell |
851,717
-195,936
| -19% | -$69.2M | 2.16% | 4 |
|
|
2022
Q3 | $344M | Buy |
1,047,653
+5,766
| +0.6% | +$2.11M | 2.73% | 2 |
|
|
2022
Q2 | $361M | Sell |
1,041,887
-64,441
| -6% | -$24.3M | 2.89% | 1 |
|
|
2022
Q1 | $459M | Sell |
1,106,328
-39,492
| -3% | -$16.2M | 3.15% | 1 |
|
|
2021
Q4 | $500M | Buy |
1,145,820
+19,203
| +2% | +$8.11M | 3.49% | 1 |
|
|
2021
Q3 | $444M | Sell |
1,126,617
-27,135
| -2% | -$11M | 3.66% | 1 |
|
|
2021
Q2 | $454M | Sell |
1,153,752
-20,555
| -2% | -$7.89M | 3.97% | 1 |
|
|
2021
Q1 | $428M | Buy |
1,174,307
+47,944
| +4% | +$17M | 4.32% | 1 |
|
|
2020
Q4 | $387M | Buy |
1,126,363
+45,505
| +4% | +$14.8M | 4.39% | 1 |
|
|
2020
Q3 | $333M | Sell |
1,080,858
-25,814
| -2% | -$7.86M | 4.75% | 1 |
|
|
2020
Q2 | $314M | Buy |
1,106,672
+103,767
| +10% | +$27.9M | 4.85% | 1 |
|
|
2020
Q1 | $238M | Sell |
1,002,905
-15,820
| -2% | -$4.43M | 5.46% | 2 |
|
|
2019
Q4 | $301M | Buy |
1,018,725
+60,471
| +6% | +$17.1M | 6.54% | 1 |
|
|
2019
Q3 | $261M | Sell |
958,254
-23,153
| -2% | -$6.28M | 7.55% | 1 |
|
|
2019
Q2 | $264M | Buy |
981,407
+514,184
| +110% | +$136M | 7.93% | 1 |
|
|
2019
Q1 | $121M | Buy |
467,223
+435,213
| +1,360% | +$109M | 8.43% | 1 |
|
|
2018
Q4 | $7.36M | Sell |
32,010
-923,893
| -97% | -$229M | 1.26% | 11 |
|
|
2018
Q3 | $255M | Buy |
955,903
+60,390
| +7% | +$15.8M | 14.05% | 1 |
|
|
2018
Q2 | $223M | Buy |
895,513
+101,984
| +13% | +$25.3M | 15.2% | 1 |
|
|
2018
Q1 | $192M | Buy |
793,529
+194,122
| +32% | +$48.7M | 14.83% | 1 |
|
|
2017
Q4 | $147M | Sell |
599,407
-308,843
| -34% | -$73.8M | 12.98% | 1 |
|
|
2017
Q3 | $210M | Buy |
908,250
+265,217
| +41% | +$60.1M | 19.45% | 1 |
|
|
2017
Q2 | $143M | Buy |
643,033
+270,970
| +73% | +$59.6M | 17.04% | 1 |
|
|
2017
Q1 | $80.5M | Buy |
372,063
+252,817
| +212% | +$53.9M | 14.92% | 1 |
|
|
2016
Q4 | $24.5M | Buy |
+119,246
| New | +$23.9M | 9.92% | 2 |
|
Other funds holding VOO
VGA
AA
AE Wealth Management's VOO Position: Q1 2026 in Review
AE Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 6.2% in Q1 2026, selling an estimated $13.2M and leaving 317,194 shares worth $190M. The position accounts for 1.02% of the portfolio, ranked #14.
AE Wealth Management first reported a position in VOO in Q4 2016 and has held it in 38 quarters since. The position peaked at $500M in Q4 2021. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- AE Wealth Management held 317,194 shares of Vanguard S&P 500 ETF worth $190M as of Q1 2026.
- AE Wealth Management sold 21,086 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $13.2M.
- Vanguard S&P 500 ETF made up 1.02% of AE Wealth Management's portfolio in Q1 2026, its #14 holding.
- AE Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 38 quarters since.
- AE Wealth Management's Vanguard S&P 500 ETF position peaked at $500M in Q4 2021.
- 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.