Balanced Wealth Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Balanced Wealth Group’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	$511K	Sell	743 -59	-7%	-$39.3K	0.16%	49
2026 Q1	$479K	Sell	802 -12	-1%	-$7.5K	0.17%	45
2025 Q4	$500K	Buy	814 +29	+4%	+$18K	0.18%	46
2025 Q3	$446K	Sell	785 -2	-0.3%	-$1.18K	0.2%	45
2025 Q2	$457K	Buy	+787	New	+$414K	0.2%	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

Balanced Wealth Group's VOO Position: Q2 2026 in Review

Balanced Wealth Group reduced its Vanguard S&P 500 ETF (VOO) stake by 7.4% in Q2 2026, selling an estimated $39.3K and leaving 743 shares worth $511K. The position accounts for 0.16% of the portfolio, ranked #49.

Balanced Wealth Group first reported a position in VOO in Q2 2025 and has held it in 5 quarters since. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Balanced Wealth Group held 743 shares of Vanguard S&P 500 ETF worth $511K as of Q2 2026.
Balanced Wealth Group sold 59 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $39.3K.
Vanguard S&P 500 ETF made up 0.16% of Balanced Wealth Group's portfolio in Q2 2026, its #49 holding.
Balanced Wealth Group first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.