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

Cauble & Harre 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 		$3.52M Sell
5,127
-86
-2% -$57.3K 2.82% 12
2026
Q1 		$3.54M Buy
5,213
+207
+4% +$129K 2.82% 13
2025
Q4 		$3.14M Buy
+5,006
New +$3.11M 2.63% 11

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

Cauble & Harre Wealth Management's VOO Position: Q2 2026 in Review

Cauble & Harre Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1.6% in Q2 2026, selling an estimated $57.3K and leaving 5,127 shares worth $3.52M. The position accounts for 2.82% of the portfolio, ranked #12.

Cauble & Harre Wealth Management first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.54M in Q1 2026. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Cauble & Harre Wealth Management held 5,127 shares of Vanguard S&P 500 ETF worth $3.52M as of Q2 2026.
  • Cauble & Harre Wealth Management sold 86 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $57.3K.
  • Vanguard S&P 500 ETF made up 2.82% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Cauble & Harre Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • Cauble & Harre Wealth Management's Vanguard S&P 500 ETF position peaked at $3.54M in Q1 2026.
  • 3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.