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

Elmwood 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	$887K	Buy	1,291 +104	+9%	+$69.3K	0.22%	96
2026 Q1	$709K	Buy	1,187 +530	+81%	+$331K	0.2%	102
2025 Q4	$412K	Buy	+657	New	+$408K	0.13%	122
2023 Q2	–	Sell	-757	Closed	-$285K	–	119
2023 Q1	$285K	Buy	+757	New	+$278K	0.13%	109
2022 Q1	–	Sell	-18	Closed	-$8K	–	319
2021 Q4	$8K	Buy	+18	New	+$7.6K	﹤0.01%	300
2021 Q2	$9K	Hold	23	–	–	﹤0.01%	262
2021 Q1	$8K	Buy	+23	New	+$8.16K	﹤0.01%	256

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Elmwood Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 8.8% in Q2 2026, buying an estimated $69.3K and bringing the position to 1,291 shares worth $887K. The position accounts for 0.22% of the portfolio, ranked #96.

Elmwood Wealth Management first reported a position in VOO in Q1 2021 and has held it in 7 quarters since. 842 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Elmwood Wealth Management held 1,291 shares of Vanguard S&P 500 ETF worth $887K as of Q2 2026.
Elmwood Wealth Management bought 104 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $69.3K.
Vanguard S&P 500 ETF made up 0.22% of Elmwood Wealth Management's portfolio in Q2 2026, its #96 holding.
Elmwood Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 7 quarters since.
842 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.