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

CM Wealth Advisors’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	$24M	Sell	40,118 -218	-0.5%	-$136K	5.11%	5
2025 Q4	$25.3M	Sell	40,336 -45	-0.1%	-$28K	5.72%	5
2025 Q3	$24.8M	Sell	40,381 -140	-0.3%	-$82.5K	6.54%	4
2025 Q2	$23.1M	Sell	40,521 -2,258	-5%	-$1.19M	6.79%	4
2025 Q1	$22M	Sell	42,779 -177	-0.4%	-$95.7K	7.03%	4
2024 Q4	$23.1M	Sell	42,956 -2,249	-5%	-$1.22M	7.57%	4
2024 Q3	$23.9M	Sell	45,205 -26	-0.1%	-$13.2K	7.75%	4
2024 Q2	$22.7M	Sell	45,231 -4,970	-10%	-$2.39M	10.79%	4
2024 Q1	$23.9M	Sell	50,201 -6,315	-11%	-$2.89M	6.82%	3
2023 Q4	$24.7M	Hold	56,516	–	–	10.61%	4
2023 Q3	$23.3M	Sell	56,516 -5,017	-8%	-$2.05M	8.98%	4
2023 Q2	$25.8M	Buy	61,533 +4,393	+8%	+$1.69M	8.47%	4
2023 Q1	$21.2M	Buy	57,140 +2,755	+5%	+$1.01M	4.11%	3
2022 Q4	$19.1M	Hold	54,385	–	–	9.76%	4
2022 Q3	$17.9B	Hold	54,385	–	–	9.94%	4
2022 Q2	$18.9M	Buy	+54,385	New	+$20.5M	11.59%	3

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

CM Wealth Advisors's VOO Position: Q1 2026 in Review

CM Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.54% in Q1 2026, selling an estimated $136K and leaving 40,118 shares worth $24M. The position accounts for 5.11% of the portfolio, ranked #5.

CM Wealth Advisors first reported a position in VOO in Q2 2022 and has held it in 16 quarters since. The position peaked at $17.9B in Q3 2022. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

CM Wealth Advisors held 40,118 shares of Vanguard S&P 500 ETF worth $24M as of Q1 2026.
CM Wealth Advisors sold 218 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $136K.
Vanguard S&P 500 ETF made up 5.11% of CM Wealth Advisors's portfolio in Q1 2026, its #5 holding.
CM Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
CM Wealth Advisors's Vanguard S&P 500 ETF position peaked at $17.9B in Q3 2022.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.