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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

CCG Wealth Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q1 2026: 852 shares worth $509K. The stake represents 0.14% of the portfolio and ranks #88 among its holdings. This is a return to the name: CCG Wealth Management previously reported a position in VOO as recently as Q3 2024.

CCG Wealth Management first reported a position in VOO in Q1 2023 and has held it in 8 quarters since. The position peaked at $548K in Q2 2023. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

CCG Wealth Management held 852 shares of Vanguard S&P 500 ETF worth $509K as of Q1 2026.
Vanguard S&P 500 ETF was a new CCG Wealth Management position in Q1 2026.
Vanguard S&P 500 ETF made up 0.14% of CCG Wealth Management's portfolio in Q1 2026, its #88 holding.
CCG Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 8 quarters since.
CCG Wealth Management's Vanguard S&P 500 ETF position peaked at $548K in Q2 2023.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.