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Eagle Wealth Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

Eagle Wealth Strategies’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 		$60M Buy
87,307
+832
+1% +$555K 22.91% 1
2026
Q1 		$51.7M Buy
86,475
+20,554
+31% +$12.9M 22.66% 1
2025
Q4 		$41.3M Buy
65,921
+345
+0.5% +$214K 19.25% 1
2025
Q3 		$40.2M Buy
65,576
+7
+0% +$4.13K 19.98% 1
2025
Q2 		$37.2M Buy
65,569
+241
+0.4% +$127K 20.83% 1
2025
Q1 		$33.6M Sell
65,328
-3,883
-6% -$2.1M 20.61% 1
2024
Q4 		$37.3M Sell
69,211
-687
-1% -$372K 27.01% 1
2024
Q3 		$36.9M Sell
69,898
-307
-0.4% -$156K 26.9% 1
2024
Q2 		$35.1M Buy
70,205
+672
+1% +$323K 28.39% 1
2024
Q1 		$33.4M Sell
69,533
-21,623
-24% -$9.9M 27.12% 1
2023
Q4 		$39.8M Buy
+91,156
New +$37.3M 24.02% 1

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Eagle Wealth Strategies's VOO Position: Q2 2026 in Review

Eagle Wealth Strategies increased its Vanguard S&P 500 ETF (VOO) stake by 0.96% in Q2 2026, buying an estimated $555K and bringing the position to 87,307 shares worth $60M. The position accounts for 22.91% of the portfolio, ranked #1.

Eagle Wealth Strategies first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 1,975 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Eagle Wealth Strategies held 87,307 shares of Vanguard S&P 500 ETF worth $60M as of Q2 2026.
  • Eagle Wealth Strategies bought 832 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $555K.
  • Vanguard S&P 500 ETF made up 22.91% of Eagle Wealth Strategies's portfolio in Q2 2026, its #1 holding.
  • Eagle Wealth Strategies first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,975 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.