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

ClientFirst 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	$4.74M	Sell	6,902 -18	-0.3%	-$12K	3.89%	4
2026 Q1	$4.14M	Hold	6,920	–	–	3.49%	4
2025 Q4	$4.34M	Hold	6,920	–	–	3.48%	4
2025 Q3	$4.24M	Hold	6,920	–	–	3.39%	4
2025 Q2	$3.93M	Buy	6,920 +50	+0.7%	+$26.3K	4.02%	4
2025 Q1	$3.53M	Hold	6,870	–	–	4%	4
2024 Q4	$3.7M	Buy	+6,870	New	+$3.72M	3.74%	4
2023 Q3	$2.79M	Hold	6,967	–	–	3.39%	4
2023 Q2	$2.88M	Hold	6,967	–	–	3.42%	4
2023 Q1	$2.61M	Hold	6,967	–	–	3.48%	4
2022 Q4	$2.45M	Hold	6,967	–	–	3.11%	4
2022 Q3	$2.53M	Buy	6,967 +150	+2%	+$54.8K	3.14%	4
2022 Q2	$2.37M	Buy	6,817 +790	+13%	+$298K	3.6%	4
2022 Q1	$2.5M	Hold	6,027	–	–	2.31%	5
2021 Q4	$2.53M	Buy	+6,027	New	+$2.54M	2.27%	5

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

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

ClientFirst Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.26% in Q2 2026, selling an estimated $12K and leaving 6,902 shares worth $4.74M. The position accounts for 3.89% of the portfolio, ranked #4.

ClientFirst Wealth Management first reported a position in VOO in Q4 2021 and has held it in 15 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

ClientFirst Wealth Management held 6,902 shares of Vanguard S&P 500 ETF worth $4.74M as of Q2 2026.
ClientFirst Wealth Management sold 18 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $12K.
Vanguard S&P 500 ETF made up 3.89% of ClientFirst Wealth Management's portfolio in Q2 2026, its #4 holding.
ClientFirst Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 15 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on ClientFirst Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.