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

Cassaday & Co 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 		$4.36M Sell
6,352
-537
-8% -$358K 0.08% 57
2026
Q1 		$4.12M Buy
6,889
+478
+7% +$299K 0.09% 51
2025
Q4 		$4.02M Buy
6,411
+480
+8% +$298K 0.08% 55
2025
Q3 		$3.63M Buy
5,931
+3,071
+107% +$1.81M 0.08% 58
2025
Q2 		$1.62M Sell
2,860
-1,844
-39% -$969K 0.04% 93
2025
Q1 		$2.42M Buy
4,704
+1,521
+48% +$822K 0.07% 60
2024
Q4 		$1.72M Buy
3,183
+820
+35% +$444K 0.05% 81
2024
Q3 		$1.25M Buy
2,363
+574
+32% +$292K 0.04% 90
2024
Q2 		$895K Sell
1,789
-101
-5% -$48.6K 0.03% 114
2024
Q1 		$909K Buy
1,890
+67
+4% +$30.7K 0.03% 110
2023
Q4 		$796K Buy
1,823
+2
+0.1% +$819 0.03% 113
2023
Q3 		$715K Sell
1,821
-2,781
-60% -$1.14M 0.03% 110
2023
Q2 		$1.87M Sell
4,602
-1,005
-18% -$388K 0.07% 56
2023
Q1 		$2.11M Buy
5,607
+78
+1% +$28.6K 0.09% 50
2022
Q4 		$1.94M Buy
+5,529
New +$1.95M 0.09% 51

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

Cassaday & Co Wealth Management's VOO Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 7.8% in Q2 2026, selling an estimated $358K and leaving 6,352 shares worth $4.36M. The position accounts for 0.08% of the portfolio, ranked #57.

Cassaday & Co Wealth Management first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Cassaday & Co Wealth Management held 6,352 shares of Vanguard S&P 500 ETF worth $4.36M as of Q2 2026.
  • Cassaday & Co Wealth Management sold 537 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $358K.
  • Vanguard S&P 500 ETF made up 0.08% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Cassaday & Co Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.