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 Q2	$27.4M	Sell	39,868 -250	-0.6%	-$167K	4.94%	5
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	$17.9M	Hold	54,385	–	–	9.94%	4
2022 Q2	$18.9M	Buy	+54,385	New	+$20.5M	11.59%	3

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

CM Wealth Advisors's VOO Position: Q2 2026 in Review

CM Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.62% in Q2 2026, selling an estimated $167K and leaving 39,868 shares worth $27.4M. The position accounts for 4.94% of the portfolio, ranked #5.

CM Wealth Advisors first reported a position in VOO in Q2 2022 and has held it in 17 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

CM Wealth Advisors held 39,868 shares of Vanguard S&P 500 ETF worth $27.4M as of Q2 2026.
CM Wealth Advisors sold 250 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $167K.
Vanguard S&P 500 ETF made up 4.94% of CM Wealth Advisors's portfolio in Q2 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 17 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.