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

Core 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	$284K	Buy	413 +12	+3%	+$8K	0.08%	33
2026 Q1	$240K	Buy	401 +12	+3%	+$7.5K	0.07%	34
2025 Q4	$244K	Sell	389 -68	-15%	-$42.3K	0.08%	32
2025 Q3	$280K	Buy	+457	New	+$269K	0.09%	27

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

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

Core Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 3% in Q2 2026, buying an estimated $8K and bringing the position to 413 shares worth $284K. The position accounts for 0.08% of the portfolio, ranked #33.

Core Wealth Management first reported a position in VOO in Q3 2025 and has held it in 4 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Core Wealth Management held 413 shares of Vanguard S&P 500 ETF worth $284K as of Q2 2026.
Core Wealth Management bought 12 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $8K.
Vanguard S&P 500 ETF made up 0.08% of Core Wealth Management's portfolio in Q2 2026, its #33 holding.
Core Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Core Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.