CWM
VOO icon

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

Cadence 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
Q1 		$413K Sell
691
-19
-3% -$11.9K 0.17% 44
2025
Q4 		$445K Sell
710
-28
-4% -$17.4K 0.21% 43
2025
Q3 		$452K Buy
+738
New +$435K 0.24% 43

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Cadence Wealth Management's VOO Position: Q1 2026 in Review

Cadence Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 2.7% in Q1 2026, selling an estimated $11.9K and leaving 691 shares worth $413K. The position accounts for 0.17% of the portfolio, ranked #44.

Cadence Wealth Management first reported a position in VOO in Q3 2025 and has held it in 3 quarters since. The position peaked at $452K in Q3 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Cadence Wealth Management held 691 shares of Vanguard S&P 500 ETF worth $413K as of Q1 2026.
  • Cadence Wealth Management sold 19 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $11.9K.
  • Vanguard S&P 500 ETF made up 0.17% of Cadence Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Cadence Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 3 quarters since.
  • Cadence Wealth Management's Vanguard S&P 500 ETF position peaked at $452K in Q3 2025.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.