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CFM Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

CFM Wealth Partners’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 		$5.79M Sell
8,424
-14
-0.2% -$9.33K 0.74% 35
2026
Q1 		$5.04M Sell
8,438
-36
-0.4% -$22.5K 0.76% 35
2025
Q4 		$5.31M Buy
8,474
+80
+1% +$49.7K 0.77% 35
2025
Q3 		$5.14M Buy
8,394
+173
+2% +$102K 0.75% 39
2025
Q2 		$4.67M Buy
8,221
+67
+0.8% +$35.2K 0.74% 40
2025
Q1 		$4.19M Buy
8,154
+18
+0.2% +$9.73K 0.74% 39
2024
Q4 		$4.38M Buy
8,136
+185
+2% +$100K 0.74% 36
2024
Q3 		$4.2M Buy
7,951
+181
+2% +$92K 0.73% 35
2024
Q2 		$3.89M Sell
7,770
-39
-0.5% -$18.8K 0.71% 33
2024
Q1 		$3.75M Buy
7,809
+180
+2% +$82.4K 0.75% 33
2023
Q4 		$3.33M Buy
7,629
+234
+3% +$95.8K 0.75% 37
2023
Q3 		$2.9M Buy
7,395
+81
+1% +$33.1K 0.76% 38
2023
Q2 		$2.98M Buy
7,314
+591
+9% +$228K 0.72% 37
2023
Q1 		$2.53M Buy
6,723
+1
+0% +$367 0.68% 45
2022
Q4 		$2.36M Sell
6,722
-13
-0.2% -$4.59K 0.71% 43
2022
Q3 		$2.21M Buy
6,735
+11
+0.2% +$4.02K 0.71% 39
2022
Q2 		$2.33M Sell
6,724
-122
-2% -$46K 0.7% 38
2022
Q1 		$2.84M Sell
6,846
-29
-0.4% -$11.9K 0.68% 37
2021
Q4 		$3.02M Sell
6,875
-590
-8% -$249K 0.67% 42
2021
Q3 		$2.94M Buy
7,465
+116
+2% +$47.1K 0.74% 38
2021
Q2 		$2.89M Sell
7,349
-3
-0% -$1.15K 0.77% 35
2021
Q1 		$2.68M Sell
7,352
-840
-10% -$298K 0.81% 35
2020
Q4 		$2.82M Sell
8,192
-645
-7% -$210K 0.9% 31
2020
Q3 		$2.72M Sell
8,837
-537
-6% -$164K 0.99% 30
2020
Q2 		$2.66M Sell
9,374
-743
-7% -$200K 1.01% 24
2020
Q1 		$2.4M Buy
10,117
+87
+0.9% +$24.4K 1.11% 22
2019
Q4 		$3.05M Buy
+10,030
New +$2.84M 1.12% 22

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 22.9% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

CFM Wealth Partners's VOO Position: Q2 2026 in Review

CFM Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 0.17% in Q2 2026, selling an estimated $9.33K and leaving 8,424 shares worth $5.79M. The position accounts for 0.74% of the portfolio, ranked #35.

CFM Wealth Partners first reported a position in VOO in Q4 2019 and has held it in 27 quarters since. 4,019 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • CFM Wealth Partners held 8,424 shares of Vanguard S&P 500 ETF worth $5.79M as of Q2 2026.
  • CFM Wealth Partners sold 14 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $9.33K.
  • Vanguard S&P 500 ETF made up 0.74% of CFM Wealth Partners's portfolio in Q2 2026, its #35 holding.
  • CFM Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 4,019 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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