Coastline Complete Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Coastline Complete Wealth’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	$1.81M	Buy	+3,022	New	+$1.89M	1.12%	23

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Coastline Complete Wealth's VOO Position: Q1 2026 in Review

Coastline Complete Wealth opened a new position in Vanguard S&P 500 ETF (VOO) in Q1 2026: 3,022 shares worth $1.81M. The stake represents 1.12% of the portfolio and ranks #23 among its holdings.

3,852 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Coastline Complete Wealth held 3,022 shares of Vanguard S&P 500 ETF worth $1.81M as of Q1 2026.
Vanguard S&P 500 ETF was a new Coastline Complete Wealth position in Q1 2026.
Vanguard S&P 500 ETF made up 1.12% of Coastline Complete Wealth's portfolio in Q1 2026, its #23 holding.
3,852 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.