Aegis Wealth Management (Maryland)’s Vanguard S&P 500 ETF VOO Stock Holding History

Aegis Wealth Management (Maryland)’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	$2.11M	Sell	3,070 -1	-0%	-$667	0.99%	27
2026 Q1	$1.84M	Sell	3,071 -102	-3%	-$63.8K	1.05%	29
2025 Q4	$1.99M	Sell	3,173 -30	-0.9%	-$18.6K	1.12%	26
2025 Q3	$1.96M	Sell	3,203 -6,357	-66%	-$3.75M	1.05%	30
2025 Q2	$4.91M	Hold	9,560	–	–	2.95%	8
2025 Q1	$4.91M	Buy	9,560 +7,031	+278%	+$3.8M	2.89%	8
2024 Q4	$1.36M	Buy	+2,529	New	+$1.37M	0.92%	31

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s VOO Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) reduced its Vanguard S&P 500 ETF (VOO) stake by 0.03% in Q2 2026, selling an estimated $667 and leaving 3,070 shares worth $2.11M. The position accounts for 0.99% of the portfolio, ranked #27.

Aegis Wealth Management (Maryland) first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.91M in Q2 2025. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Aegis Wealth Management (Maryland) held 3,070 shares of Vanguard S&P 500 ETF worth $2.11M as of Q2 2026.
Aegis Wealth Management (Maryland) sold 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
Vanguard S&P 500 ETF made up 0.99% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #27 holding.
Aegis Wealth Management (Maryland) first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Aegis Wealth Management (Maryland)'s Vanguard S&P 500 ETF position peaked at $4.91M in Q2 2025.
3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.