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

Channel Wealth’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	$2.5M	Sell	3,636 -586	-14%	-$391K	0.56%	52
2026 Q1	$2.52M	Sell	4,222 -1,206	-22%	-$754K	0.61%	54
2025 Q4	$3.4M	Sell	5,428 -686	-11%	-$426K	0.86%	39
2025 Q3	$3.74M	Sell	6,114 -515	-8%	-$304K	1%	36
2025 Q2	$3.77M	Sell	6,629 -34	-0.5%	-$17.9K	1.06%	33
2025 Q1	$3.42M	Buy	6,663 +114	+2%	+$61.6K	1.06%	30
2024 Q4	$3.53M	Buy	6,549 +3,102	+90%	+$1.68M	1.15%	26
2024 Q3	$1.82M	Sell	3,447 -541	-14%	-$275K	0.6%	50
2024 Q2	$1.99M	Buy	3,988 +190	+5%	+$91.4K	0.72%	43
2024 Q1	$1.83M	Sell	3,798 -225	-6%	-$103K	0.73%	42
2023 Q4	$1.76M	Sell	4,023 -204	-5%	-$83.5K	0.83%	42
2023 Q3	$1.66M	Buy	4,227 +697	+20%	+$285K	0.93%	32
2023 Q2	$1.44M	Sell	3,530 -429	-11%	-$166K	0.83%	32
2023 Q1	$1.49M	Buy	+3,959	New	+$1.45M	0.96%	23

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

Channel Wealth's VOO Position: Q2 2026 in Review

Channel Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 14% in Q2 2026, selling an estimated $391K and leaving 3,636 shares worth $2.5M. The position accounts for 0.56% of the portfolio, ranked #52.

Channel Wealth first reported a position in VOO in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.77M in Q2 2025. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Channel Wealth held 3,636 shares of Vanguard S&P 500 ETF worth $2.5M as of Q2 2026.
Channel Wealth sold 586 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $391K.
Vanguard S&P 500 ETF made up 0.56% of Channel Wealth's portfolio in Q2 2026, its #52 holding.
Channel Wealth first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
Channel Wealth's Vanguard S&P 500 ETF position peaked at $3.77M in Q2 2025.
3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.