Dakota Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.86M | Buy |
16,507
+124
| +0.8% | +$77.5K | 0.21% | 106 |
|
|
2025
Q4 | $10.3M | Buy |
16,383
+987
| +6% | +$613K | 0.18% | 104 |
|
|
2025
Q3 | $9.43M | Sell |
15,396
-2,413
| -14% | -$1.42M | 0.19% | 105 |
|
|
2025
Q2 | $10.1M | Sell |
17,809
-218
| -1% | -$115K | 0.21% | 93 |
|
|
2025
Q1 | $9.26M | Buy |
18,027
+37
| +0.2% | +$20K | 0.22% | 94 |
|
|
2024
Q4 | $9.69M | Buy |
17,990
+1,558
| +9% | +$844K | 0.22% | 96 |
|
|
2024
Q3 | $8.67M | Buy |
16,432
+1,085
| +7% | +$552K | 0.2% | 106 |
|
|
2024
Q2 | $7.68M | Buy |
15,347
+887
| +6% | +$427K | 0.18% | 106 |
|
|
2024
Q1 | $6.95M | Sell |
14,460
-9,605
| -40% | -$4.4M | 0.17% | 123 |
|
|
2023
Q4 | $10.5M | Buy |
24,065
+9,909
| +70% | +$4.06M | 0.41% | 71 |
|
|
2023
Q3 | $5.56M | Buy |
14,156
+38
| +0.3% | +$15.5K | 0.25% | 103 |
|
|
2023
Q2 | $5.75M | Buy |
14,118
+1,217
| +9% | +$470K | 0.27% | 93 |
|
|
2023
Q1 | $4.85M | Sell |
12,901
-501
| -4% | -$184K | 0.32% | 81 |
|
|
2022
Q4 | $4.71M | Sell |
13,402
-1,007
| -7% | -$356K | 0.33% | 77 |
|
|
2022
Q3 | $4.73M | Buy |
14,409
+1,002
| +7% | +$366K | 0.38% | 63 |
|
|
2022
Q2 | $4.65M | Buy |
13,407
+1,994
| +17% | +$751K | 0.43% | 66 |
|
|
2022
Q1 | $4.74M | Buy |
11,413
+3,083
| +37% | +$1.26M | 0.38% | 77 |
|
|
2021
Q4 | $3.64M | Buy |
8,330
+641
| +8% | +$271K | 0.38% | 72 |
|
|
2021
Q3 | $3.03M | Buy |
7,689
+598
| +8% | +$243K | 0.35% | 81 |
|
|
2021
Q2 | $2.79M | Sell |
7,091
-144
| -2% | -$55.3K | 0.33% | 86 |
|
|
2021
Q1 | $2.64M | Buy |
7,235
+345
| +5% | +$122K | 0.35% | 83 |
|
|
2020
Q4 | $2.37M | Sell |
6,890
-688
| -9% | -$224K | 0.31% | 83 |
|
|
2020
Q3 | $2.33M | Sell |
7,578
-762
| -9% | -$232K | 0.37% | 77 |
|
|
2020
Q2 | $2.36M | Sell |
8,340
-1,884
| -18% | -$507K | 0.4% | 69 |
|
|
2020
Q1 | $2.42M | Sell |
10,224
-894
| -8% | -$250K | 0.53% | 55 |
|
|
2019
Q4 | $3.29M | Sell |
11,118
-1,229
| -10% | -$348K | 0.53% | 55 |
|
|
2019
Q3 | $3.37M | Buy |
12,347
+139
| +1% | +$37.7K | 0.58% | 46 |
|
|
2019
Q2 | $3.28M | Sell |
12,208
-1,910
| -14% | -$505K | 0.63% | 43 |
|
|
2019
Q1 | $3.67M | Sell |
14,118
-1,957
| -12% | -$489K | 0.73% | 35 |
|
|
2018
Q4 | $3.73M | Buy |
16,075
+2,216
| +16% | +$549K | 0.85% | 31 |
|
|
2018
Q3 | $3.7M | Sell |
13,859
-725
| -5% | -$190K | 0.83% | 32 |
|
|
2018
Q2 | $3.64M | Buy |
14,584
+13,604
| +1,388% | +$3.38M | 1.01% | 24 |
|
|
2018
Q1 | $237K | Hold |
980
| – | – | 0.12% | 78 |
|
|
2017
Q4 | $240K | Buy |
+980
| New | +$234K | 0.13% | 67 |
|
Other funds holding VOO
VGA
AA
Dakota Wealth Management's VOO Position: Q1 2026 in Review
Dakota Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.76% in Q1 2026, buying an estimated $77.5K and bringing the position to 16,507 shares worth $9.86M. The position accounts for 0.21% of the portfolio, ranked #106.
Dakota Wealth Management first reported a position in VOO in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.5M in Q4 2023. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- Dakota Wealth Management held 16,507 shares of Vanguard S&P 500 ETF worth $9.86M as of Q1 2026.
- Dakota Wealth Management bought 124 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $77.5K.
- Vanguard S&P 500 ETF made up 0.21% of Dakota Wealth Management's portfolio in Q1 2026, its #106 holding.
- Dakota Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
- Dakota Wealth Management's Vanguard S&P 500 ETF position peaked at $10.5M in Q4 2023.
- 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.