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

Base 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	$29.6M	Sell	43,061 -3,995	-8%	-$2.66M	13.76%	1
2026 Q1	$28.1M	Sell	47,056 -3,487	-7%	-$2.18M	15.73%	1
2025 Q4	$31.7M	Buy	50,543 +15,077	+43%	+$9.37M	17.06%	1
2025 Q3	$21.7M	Buy	35,466 +2,563	+8%	+$1.51M	12.38%	1
2025 Q2	$18.7M	Sell	32,903 -6,070	-16%	-$3.19M	11.98%	1
2025 Q1	$20M	Buy	+38,973	New	+$21.1M	15.26%	1

Other funds holding VOO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

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

Base Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 8.5% in Q2 2026, selling an estimated $2.66M and leaving 43,061 shares worth $29.6M. The position accounts for 13.76% of the portfolio, ranked #1.

Base Wealth Management first reported a position in VOO in Q1 2025 and has held it in 6 quarters since. The position peaked at $31.7M in Q4 2025. 3,315 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Base Wealth Management held 43,061 shares of Vanguard S&P 500 ETF worth $29.6M as of Q2 2026.
Base Wealth Management sold 3,995 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.66M.
Vanguard S&P 500 ETF made up 13.76% of Base Wealth Management's portfolio in Q2 2026, its #1 holding.
Base Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
Base Wealth Management's Vanguard S&P 500 ETF position peaked at $31.7M in Q4 2025.
3,315 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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