CWG
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Crown Wealth Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Crown Wealth Group’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 		$1.11M Sell
1,865
-329
-15% -$206K 0.33% 46
2025
Q4 		$1.38M Buy
2,194
+286
+15% +$178K 0.38% 42
2025
Q3 		$1.17M Buy
1,908
+177
+10% +$104K 0.35% 41
2025
Q2 		$983K Buy
1,731
+1,017
+142% +$534K 0.37% 42
2025
Q1 		$367K Sell
714
-164
-19% -$88.7K 0.19% 59
2024
Q4 		$473K Buy
878
+194
+28% +$105K 0.19% 62
2024
Q3 		$361K Hold
684
– – 0.16% 75
2024
Q2 		$342K Sell
684
-171
-20% -$82.3K 0.17% 68
2024
Q1 		$411K Buy
855
+370
+76% +$169K 0.21% 57
2023
Q4 		$212K Sell
485
-1,306
-73% -$535K 0.13% 87
2023
Q3 		$703K Buy
+1,791
New +$732K 0.53% 30
2023
Q2 		– Sell
-2,179
Closed -$819K – 75
2023
Q1 		$819K Sell
2,179
-12
-0.5% -$4.4K 0.69% 22
2022
Q4 		$770K Sell
2,191
-37
-2% -$13.1K 0.72% 21
2022
Q3 		$731K Buy
2,228
+45
+2% +$16.4K 0.75% 24
2022
Q2 		$757K Sell
2,183
-202
-8% -$76.1K 0.69% 27
2022
Q1 		$990K Buy
2,385
+1,029
+76% +$421K 0.69% 34
2021
Q4 		$592K Buy
+1,356
New +$572K 0.55% 39

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Crown Wealth Group's VOO Position: Q1 2026 in Review

Crown Wealth Group reduced its Vanguard S&P 500 ETF (VOO) stake by 15% in Q1 2026, selling an estimated $206K and leaving 1,865 shares worth $1.11M. The position accounts for 0.33% of the portfolio, ranked #46.

Crown Wealth Group first reported a position in VOO in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.38M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Crown Wealth Group held 1,865 shares of Vanguard S&P 500 ETF worth $1.11M as of Q1 2026.
  • Crown Wealth Group sold 329 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $206K.
  • Vanguard S&P 500 ETF made up 0.33% of Crown Wealth Group's portfolio in Q1 2026, its #46 holding.
  • Crown Wealth Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 17 quarters since.
  • Crown Wealth Group's Vanguard S&P 500 ETF position peaked at $1.38M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Crown Wealth Group's 13F filing for Q1 2026, filed 21 Apr 2026.