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

Chemistry 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 		$2.32M Buy
3,381
+409
+14% +$273K 0.37% 45
2026
Q1 		$1.78M Buy
2,972
+399
+16% +$250K 0.31% 50
2025
Q4 		$1.61M Sell
2,573
-151
-6% -$93.8K 0.3% 51
2025
Q3 		$1.67M Buy
2,724
+45
+2% +$26.5K 0.32% 52
2025
Q2 		$1.52M Buy
2,679
+5
+0.2% +$2.63K 0.33% 54
2025
Q1 		$1.37M Buy
2,674
+1
+0% +$541 0.32% 49
2024
Q4 		$1.44M Sell
2,673
-37
-1% -$20K 0.34% 49
2024
Q3 		$1.43M Sell
2,710
-37
-1% -$18.8K 0.34% 48
2024
Q2 		$1.37M Buy
2,747
+460
+20% +$221K 0.35% 48
2024
Q1 		$1.1M Buy
2,287
+2
+0.1% +$915 0.3% 56
2023
Q4 		$998K Buy
2,285
+78
+4% +$31.9K 0.3% 55
2023
Q3 		$867K Buy
2,207
+278
+14% +$114K 0.29% 56
2023
Q2 		$786K Sell
1,929
-2
-0.1% -$772 0.26% 64
2023
Q1 		$726K Buy
1,931
+2
+0.1% +$733 0.25% 70
2022
Q4 		$678K Buy
1,929
+5
+0.3% +$1.77K 0.26% 64
2022
Q3 		$632K Sell
1,924
-39
-2% -$14.2K 0.25% 71
2022
Q2 		$681K Buy
1,963
+502
+34% +$189K 0.26% 69
2022
Q1 		$607K Buy
1,461
+819
+128% +$335K 0.21% 72
2021
Q4 		$280K Buy
+642
New +$271K 0.23% 70

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Chemistry Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 14% in Q2 2026, buying an estimated $273K and bringing the position to 3,381 shares worth $2.32M. The position accounts for 0.37% of the portfolio, ranked #45.

Chemistry Wealth Management first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 2,194 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Chemistry Wealth Management held 3,381 shares of Vanguard S&P 500 ETF worth $2.32M as of Q2 2026.
  • Chemistry Wealth Management bought 409 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $273K.
  • Vanguard S&P 500 ETF made up 0.37% of Chemistry Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Chemistry Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,194 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.