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

Axxcess 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 		$83.9M Buy
122,217
+5,468
+5% +$3.65M 1.34% 11
2026
Q1 		$69.8M Buy
116,749
+1,925
+2% +$1.2M 2.24% 10
2025
Q4 		$72M Buy
114,824
+71,010
+162% +$44.1M 1.25% 11
2025
Q3 		$26.8M Buy
43,814
+13,697
+45% +$8.07M 0.57% 39
2025
Q2 		$17.1M Buy
30,117
+7,796
+35% +$4.1M 0.4% 48
2025
Q1 		$11.5M Buy
22,321
+8,451
+61% +$4.57M 0.3% 69
2024
Q4 		$7.47M Buy
13,870
+1,009
+8% +$547K 0.18% 98
2024
Q3 		$6.79M Buy
12,861
+1,770
+16% +$900K 0.17% 109
2024
Q2 		$5.55M Buy
11,091
+2,068
+23% +$995K 0.15% 121
2024
Q1 		$4.34M Buy
9,023
+972
+12% +$445K 0.12% 142
2023
Q4 		$3.52M Sell
8,051
-78
-1% -$31.9K 0.1% 166
2023
Q3 		$3.19M Buy
8,129
+5,602
+222% +$2.29M 0.11% 145
2023
Q2 		$1.03M Buy
2,527
+834
+49% +$322K 0.07% 222
2023
Q1 		$637K Sell
1,693
-2,036
-55% -$747K 0.05% 325
2022
Q4 		$1.31M Buy
3,729
+2,041
+121% +$721K 0.11% 181
2022
Q3 		$554K Hold
1,688
– – 0.05% 302
2022
Q2 		$586K Sell
1,688
-1,546
-48% -$582K 0.05% 273
2022
Q1 		$1.34M Buy
3,234
+1,730
+115% +$708K 0.1% 167
2021
Q4 		$657K Buy
+1,504
New +$635K 0.05% 299

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

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

Axxcess Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 4.7% in Q2 2026, buying an estimated $3.65M and bringing the position to 122,217 shares worth $83.9M. The position accounts for 1.34% of the portfolio, ranked #11.

Axxcess Wealth Management first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Axxcess Wealth Management held 122,217 shares of Vanguard S&P 500 ETF worth $83.9M as of Q2 2026.
  • Axxcess Wealth Management bought 5,468 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.65M.
  • Vanguard S&P 500 ETF made up 1.34% of Axxcess Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Axxcess Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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