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

Angeles 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	$115M	Buy	167,407 +3,133	+2%	+$2.09M	5.25%	5
2026 Q1	$98.2M	Buy	164,274 +1,586	+1%	+$992K	5.34%	5
2025 Q4	$102M	Buy	162,688 +23,162	+17%	+$14.4M	5.63%	5
2025 Q3	$85.4M	Buy	139,526 +1,053	+0.8%	+$621K	5.24%	5
2025 Q2	$78.7M	Sell	138,473 -4,569	-3%	-$2.4M	5.4%	5
2025 Q1	$73.5M	Buy	143,042 +3,559	+3%	+$1.92M	6.11%	4
2024 Q4	$75.2M	Buy	139,483 +1,777	+1%	+$962K	6.19%	4
2024 Q3	$72.7M	Buy	137,706 +4,470	+3%	+$2.27M	6.26%	4
2024 Q2	$66.6M	Sell	133,236 -19,470	-13%	-$9.37M	6.25%	4
2024 Q1	$73.4M	Buy	152,706 +10,346	+7%	+$4.74M	7.34%	4
2023 Q4	$62.2M	Buy	142,360 +6,420	+5%	+$2.63M	7.58%	4
2023 Q3	$53.4M	Buy	135,940 +61,139	+82%	+$25M	7.54%	4
2023 Q2	$30.5M	Buy	74,801 +23,317	+45%	+$9M	4.15%	8
2023 Q1	$19.4M	Sell	51,484 -20,022	-28%	-$7.34M	2.88%	8
2022 Q4	$25.1M	Buy	71,506 +4,694	+7%	+$1.66M	4.4%	6
2022 Q3	$21.9M	Buy	66,812 +1,501	+2%	+$548K	4.34%	7
2022 Q2	$22.7M	Buy	65,311 +158	+0.2%	+$59.5K	4.53%	6
2022 Q1	$27.1M	Buy	+65,153	New	+$26.7M	5.12%	5

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

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

Angeles Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 1.9% in Q2 2026, buying an estimated $2.09M and bringing the position to 167,407 shares worth $115M. The position accounts for 5.25% of the portfolio, ranked #5.

Angeles Wealth Management first reported a position in VOO in Q1 2022 and has held it in 18 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Angeles Wealth Management held 167,407 shares of Vanguard S&P 500 ETF worth $115M as of Q2 2026.
Angeles Wealth Management bought 3,133 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.09M.
Vanguard S&P 500 ETF made up 5.25% of Angeles Wealth Management's portfolio in Q2 2026, its #5 holding.
Angeles Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.