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

Cahaba 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 		$1.15M Buy
1,673
+170
+11% +$113K 0.07% 57
2026
Q1 		$898K Buy
1,503
+241
+19% +$151K 0.06% 60
2025
Q4 		$792K Sell
1,262
-29
-2% -$18K 0.06% 67
2025
Q3 		$791K Buy
1,291
+125
+11% +$73.7K 0.06% 68
2025
Q2 		$662K Sell
1,166
-75
-6% -$39.4K 0.05% 73
2025
Q1 		$638K Buy
1,241
+75
+6% +$40.5K 0.05% 77
2024
Q4 		$628K Sell
1,166
-219
-16% -$119K 0.05% 78
2024
Q3 		$731K Buy
1,385
+230
+20% +$117K 0.06% 73
2024
Q2 		$578K Sell
1,155
-3
-0.3% -$1.44K 0.05% 77
2024
Q1 		$557K Buy
1,158
+69
+6% +$31.6K 0.05% 81
2023
Q4 		$476K Sell
1,089
-25
-2% -$10.2K 0.05% 84
2023
Q3 		$438K Buy
1,114
+231
+26% +$94.5K 0.05% 86
2023
Q2 		$360K Sell
883
-15
-2% -$5.79K 0.04% 101
2023
Q1 		$338K Sell
898
-190
-17% -$69.7K 0.04% 102
2022
Q4 		$382K Buy
+1,088
New +$384K 0.05% 93
2021
Q2 		– Sell
-2,523
Closed -$919K – 92
2021
Q1 		$919K Buy
2,523
+8
+0.3% +$2.84K 0.14% 42
2020
Q4 		$885K Buy
2,515
+21
+0.8% +$6.85K 0.15% 44
2020
Q3 		$767K Buy
2,494
+12
+0.5% +$3.66K 0.15% 46
2020
Q2 		$741K Buy
+2,482
New +$668K 0.15% 44
2018
Q4 		– Sell
-944
Closed -$253K – 77
2018
Q3 		$253K Buy
944
+58
+7% +$15.2K 0.08% 60
2018
Q2 		$227K Buy
886
+5
+0.6% +$1.24K 0.08% 61
2018
Q1 		$208K Buy
881
+3
+0.3% +$753 0.08% 59
2017
Q4 		$215K Buy
+878
New +$210K 0.09% 54

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Cahaba Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q2 2026, buying an estimated $113K and bringing the position to 1,673 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #57.

Cahaba Wealth Management first reported a position in VOO in Q4 2017 and has held it in 23 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Cahaba Wealth Management held 1,673 shares of Vanguard S&P 500 ETF worth $1.15M as of Q2 2026.
  • Cahaba Wealth Management bought 170 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $113K.
  • Vanguard S&P 500 ETF made up 0.07% of Cahaba Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Cahaba Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 23 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.