CWM
VOO icon

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

Cherrydale 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 		$2.58M Buy
3,761
+11
+0.3% +$7.33K 0.68% 18
2026
Q1 		$2.24M Buy
3,750
+122
+3% +$76.3K 0.69% 17
2025
Q4 		$2.28M Buy
3,628
+20
+0.6% +$12.4K 0.69% 19
2025
Q3 		$2.21M Buy
3,608
+11
+0.3% +$6.48K 0.69% 19
2025
Q2 		$2.04M Buy
3,597
+650
+22% +$342K 0.71% 19
2025
Q1 		$1.51M Buy
2,947
+11
+0.4% +$5.95K 0.6% 17
2024
Q4 		$1.58M Buy
2,936
+556
+23% +$301K 0.61% 19
2024
Q3 		$1.26M Sell
2,380
-71
-3% -$36.1K 0.51% 20
2024
Q2 		$1.23M Buy
2,451
+80
+3% +$38.5K 0.54% 21
2024
Q1 		$1.14M Buy
2,371
+7
+0.3% +$3.2K 0.53% 23
2023
Q4 		$1.03M Buy
2,364
+19
+0.8% +$7.78K 0.54% 24
2023
Q3 		$921K Buy
2,345
+9
+0.4% +$3.68K 0.55% 24
2023
Q2 		$951K Sell
2,336
-265
-10% -$102K 0.66% 18
2023
Q1 		$978K Buy
2,601
+11
+0.4% +$4.03K 0.74% 15
2022
Q4 		$910K Sell
2,590
-10,167
-80% -$3.59M 0.75% 13
2022
Q3 		$4.19M Buy
12,757
+53
+0.4% +$19.4K 3.87% 9
2022
Q2 		$4.41M Buy
+12,704
New +$4.79M 4.04% 9

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 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Cherrydale Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.29% in Q2 2026, buying an estimated $7.33K and bringing the position to 3,761 shares worth $2.58M. The position accounts for 0.68% of the portfolio, ranked #18.

Cherrydale Wealth Management first reported a position in VOO in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.41M in Q2 2022. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Cherrydale Wealth Management held 3,761 shares of Vanguard S&P 500 ETF worth $2.58M as of Q2 2026.
  • Cherrydale Wealth Management bought 11 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $7.33K.
  • Vanguard S&P 500 ETF made up 0.68% of Cherrydale Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Cherrydale Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
  • Cherrydale Wealth Management's Vanguard S&P 500 ETF position peaked at $4.41M in Q2 2022.
  • 3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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