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

Austin 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	$859K	Sell	1,258 -651	-34%	-$434K	0.18%	64
2026 Q1	$1.16M	Sell	1,909 -830	-30%	-$519K	0.26%	54
2025 Q4	$1.74M	Buy	2,739 +1,009	+58%	+$627K	0.26%	59
2025 Q3	$1.06M	Sell	1,730 -9	-0.5%	-$5.3K	0.17%	75
2025 Q2	$1.01M	Sell	1,739 -1,734	-50%	-$911K	0.18%	68
2025 Q1	$1.74M	Buy	3,473 +1,547	+80%	+$836K	0.35%	48
2024 Q4	$1.06M	Sell	1,926 -77	-4%	-$41.7K	0.22%	59
2024 Q3	$1.05M	Hold	2,003	–	–	0.23%	54
2024 Q2	$1.02M	Buy	2,003 +2	+0.1%	+$962	0.24%	56
2024 Q1	$975K	Buy	2,001 +133	+7%	+$60.9K	0.24%	54
2023 Q4	$857K	Sell	1,868 -678	-27%	-$278K	0.23%	54
2023 Q3	$1.07M	Buy	+2,546	New	+$1.04M	0.33%	45

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

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

Austin Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 34% in Q2 2026, selling an estimated $434K and leaving 1,258 shares worth $859K. The position accounts for 0.18% of the portfolio, ranked #64.

Austin Wealth Management first reported a position in VOO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.74M in Q1 2025. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Austin Wealth Management held 1,258 shares of Vanguard S&P 500 ETF worth $859K as of Q2 2026.
Austin Wealth Management sold 651 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $434K.
Vanguard S&P 500 ETF made up 0.18% of Austin Wealth Management's portfolio in Q2 2026, its #64 holding.
Austin Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
Austin Wealth Management's Vanguard S&P 500 ETF position peaked at $1.74M in Q1 2025.
4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.