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

Edge 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
Q2 		$573K Hold
834
– – 0.1% 45
2026
Q1 		$498K Buy
+834
New +$522K 0.09% 48
2023
Q1 		– Sell
-666
Closed -$232K – 82
2022
Q4 		$232K Buy
+666
New +$235K 0.05% 70
2022
Q1 		– Sell
-20
Closed -$9K – 450
2021
Q4 		$9K Buy
+20
New +$8.44K ﹤0.01% 301
2021
Q2 		– Sell
-72
Closed -$26K – 460
2021
Q1 		$26K Buy
72
+52
+260% +$18.4K 0.01% 242
2020
Q4 		$7K Hold
20
– – ﹤0.01% 287
2020
Q3 		$6K Hold
20
– – ﹤0.01% 353
2020
Q2 		$6K Hold
20
– – ﹤0.01% 536
2020
Q1 		$5K Hold
20
– – ﹤0.01% 486
2019
Q4 		$6K Hold
20
– – ﹤0.01% 478
2019
Q3 		$5K Hold
20
– – ﹤0.01% 485
2019
Q2 		$5K Sell
20
-85
-81% -$22.5K ﹤0.01% 488
2019
Q1 		$27K Hold
105
– – 0.01% 298
2018
Q4 		$24K Hold
105
– – 0.01% 310
2018
Q3 		$28K Hold
105
– – 0.01% 325
2018
Q2 		$26K Sell
105
-1,960
-95% -$487K 0.01% 327
2018
Q1 		$500K Hold
2,065
– – 0.13% 87
2017
Q4 		$507K Sell
2,065
-85
-4% -$20.3K 0.14% 84
2017
Q3 		$496K Buy
+2,150
New +$487K 0.15% 78
2017
Q2 		– Sell
-10
Closed -$2K – 567
2017
Q1 		$2K Buy
+10
New +$2.13K ﹤0.01% 464

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Edge Wealth Management's VOO Position: Q2 2026 in Review

Edge Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 834 shares worth $573K. The position accounts for 0.1% of the portfolio, ranked #45.

Edge Wealth Management first reported a position in VOO in Q1 2017 and has held it in 20 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Edge Wealth Management held 834 shares of Vanguard S&P 500 ETF worth $573K as of Q2 2026.
  • Edge Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.1% of Edge Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Edge Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2017 and has held it in 20 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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