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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
Q2 		$6.36M Sell
9,257
-1,663
-15% -$1.11M 0.31% 71
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

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

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

Aprio Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 15% in Q2 2026, selling an estimated $1.11M and leaving 9,257 shares worth $6.36M. The position accounts for 0.31% of the portfolio, ranked #71.

Aprio Wealth Management first reported a position in VOO in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.53M in Q1 2026. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Aprio Wealth Management held 9,257 shares of Vanguard S&P 500 ETF worth $6.36M as of Q2 2026.
  • Aprio Wealth Management sold 1,663 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.11M.
  • Vanguard S&P 500 ETF made up 0.31% of Aprio Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Aprio Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
  • Aprio Wealth Management's Vanguard S&P 500 ETF position peaked at $6.53M in Q1 2026.
  • 4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.