AWM
VOO icon

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

Aprio 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
Q1 		$6.53M Buy
10,920
+1,228
+13% +$768K 0.36% 58
2025
Q4 		$6.08M Buy
9,692
+4,168
+75% +$2.59M 0.35% 61
2025
Q3 		$3.38M Buy
5,524
+66
+1% +$38.9K 0.34% 54
2025
Q2 		$3.1M Buy
5,458
+10
+0.2% +$5.26K 0.35% 49
2025
Q1 		$2.8M Buy
5,448
+4,448
+445% +$2.4M 0.35% 52
2024
Q4 		$539K Buy
1,000
+145
+17% +$78.5K 0.08% 128
2024
Q3 		$451K Sell
855
-108
-11% -$54.9K 0.07% 131
2024
Q2 		$482K Buy
963
+83
+9% +$39.9K 0.09% 111
2024
Q1 		$423K Sell
880
-844
-49% -$386K 0.08% 112
2023
Q4 		$753K Sell
1,724
-103
-6% -$42.2K 0.17% 73
2023
Q3 		$717K Buy
1,827
+229
+14% +$93.6K 0.2% 63
2023
Q2 		$651K Buy
1,598
+506
+46% +$195K 0.18% 62
2023
Q1 		$411K Sell
1,092
-91
-8% -$33.4K 0.13% 76
2022
Q4 		$416K Buy
1,183
+250
+27% +$88.3K 0.15% 73
2022
Q3 		$306K Buy
+933
New +$341K 0.12% 74

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Aprio Wealth Management's VOO Position: Q1 2026 in Review

Aprio Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 13% in Q1 2026, buying an estimated $768K and bringing the position to 10,920 shares worth $6.53M. The position accounts for 0.36% of the portfolio, ranked #58.

Aprio Wealth Management first reported a position in VOO in Q3 2022 and has held it in 15 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Aprio Wealth Management held 10,920 shares of Vanguard S&P 500 ETF worth $6.53M as of Q1 2026.
  • Aprio Wealth Management bought 1,228 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $768K.
  • Vanguard S&P 500 ETF made up 0.36% of Aprio Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Aprio Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 15 quarters since.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.