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

Diversify 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 Q1	$78.1M	Buy	119,306 +77,447	+185%	+$48.4M	1.39%	9
2025 Q4	$26.7M	Buy	41,859 +4,600	+12%	+$2.86M	1.25%	9
2025 Q3	$23.4M	Buy	37,259 +2,382	+7%	+$1.4M	1.35%	10
2025 Q2	$20.6M	Buy	34,877 +1,186	+4%	+$623K	1.27%	13
2025 Q1	$17.2M	Buy	33,691 +28	+0.1%	+$15.1K	1.28%	12
2024 Q4	$18M	Buy	33,663 +22,583	+204%	+$12.2M	1.4%	12
2024 Q3	$5.89M	Buy	11,080 +5,343	+93%	+$2.72M	0.57%	40
2024 Q2	$2.73M	Buy	+5,737	New	+$2.76M	0.34%	70

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Diversify Wealth Management's VOO Position: Q1 2026 in Review

Diversify Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 185% in Q1 2026, buying an estimated $48.4M and bringing the position to 119,306 shares worth $78.1M. The position accounts for 1.39% of the portfolio, ranked #9.

Diversify Wealth Management first reported a position in VOO in Q2 2024 and has held it in 8 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Diversify Wealth Management held 119,306 shares of Vanguard S&P 500 ETF worth $78.1M as of Q1 2026.
Diversify Wealth Management bought 77,447 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $48.4M.
Vanguard S&P 500 ETF made up 1.39% of Diversify Wealth Management's portfolio in Q1 2026, its #9 holding.
Diversify Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.