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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
Q2 		$1.41M Buy
2,052
+187
+10% +$125K 0.36% 42
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

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Crown Wealth Group's VOO Position: Q2 2026 in Review

Crown Wealth Group increased its Vanguard S&P 500 ETF (VOO) stake by 10% in Q2 2026, buying an estimated $125K and bringing the position to 2,052 shares worth $1.41M. The position accounts for 0.36% of the portfolio, ranked #42.

Crown Wealth Group first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. 4,007 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Crown Wealth Group held 2,052 shares of Vanguard S&P 500 ETF worth $1.41M as of Q2 2026.
  • Crown Wealth Group bought 187 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $125K.
  • Vanguard S&P 500 ETF made up 0.36% of Crown Wealth Group's portfolio in Q2 2026, its #42 holding.
  • Crown Wealth Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • 4,007 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.