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

CCG 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	$585K	Hold	852	–	–	0.14%	82
2026 Q1	$509K	Buy	+852	New	+$533K	0.14%	88
2024 Q4	–	Sell	-570	Closed	-$301K	–	76
2024 Q3	$301K	Sell	570 -30	-5%	-$15.2K	0.17%	55
2024 Q2	$300K	Buy	600 +30	+5%	+$14.4K	0.17%	53
2024 Q1	$274K	Buy	570 +3	+0.5%	+$1.37K	0.16%	56
2023 Q4	$248K	Sell	567 -54	-9%	-$22.1K	0.17%	46
2023 Q3	$244K	Sell	621 -723	-54%	-$296K	0.16%	51
2023 Q2	$548K	Hold	1,344	–	–	0.34%	33
2023 Q1	$506K	Buy	+1,344	New	+$493K	0.33%	33

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

CCG Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 852 shares worth $585K. The position accounts for 0.14% of the portfolio, ranked #82.

CCG Wealth Management first reported a position in VOO in Q1 2023 and has held it in 9 quarters since. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

CCG Wealth Management held 852 shares of Vanguard S&P 500 ETF worth $585K as of Q2 2026.
CCG Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.14% of CCG Wealth Management's portfolio in Q2 2026, its #82 holding.
CCG Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 9 quarters since.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.