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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

ClientFirst Wealth Management's VOO Position: Q1 2026 in Review

ClientFirst Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 6,920 shares worth $4.14M. The position accounts for 3.49% of the portfolio, ranked #4.

ClientFirst Wealth Management first reported a position in VOO in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.34M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

ClientFirst Wealth Management held 6,920 shares of Vanguard S&P 500 ETF worth $4.14M as of Q1 2026.
ClientFirst Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 3.49% of ClientFirst Wealth Management's portfolio in Q1 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 14 quarters since.
ClientFirst Wealth Management's Vanguard S&P 500 ETF position peaked at $4.34M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on ClientFirst Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.