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

Empirical 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	$19.9M	Buy	28,944 +2,050	+8%	+$1.37M	0.29%	71
2026 Q1	$16.1M	Buy	26,894 +489	+2%	+$306K	0.28%	67
2025 Q4	$16.6M	Buy	26,405 +622	+2%	+$387K	0.29%	62
2025 Q3	$15.8M	Buy	25,783 +3,839	+17%	+$2.26M	0.32%	64
2025 Q2	$12.5M	Buy	21,944 +1,511	+7%	+$794K	0.28%	69
2025 Q1	$10.5M	Buy	20,433 +5,939	+41%	+$3.21M	0.27%	75
2024 Q4	$7.81M	Buy	14,494 +1,163	+9%	+$630K	0.21%	92
2024 Q3	$7.03M	Buy	13,331 +234	+2%	+$119K	0.2%	98
2024 Q2	$6.55M	Sell	13,097 -248	-2%	-$119K	0.19%	95
2024 Q1	$6.42M	Buy	13,345 +595	+5%	+$272K	0.19%	97
2023 Q4	$5.57M	Buy	12,750 +1,851	+17%	+$758K	0.19%	97
2023 Q3	$4.28M	Buy	10,899 +197	+2%	+$80.6K	0.17%	102
2023 Q2	$4.36M	Sell	10,702 -487	-4%	-$188K	0.18%	101
2023 Q1	$4.21M	Sell	11,189 -2,308	-17%	-$846K	0.18%	95
2022 Q4	$4.74M	Sell	13,497 -468	-3%	-$165K	0.22%	83
2022 Q3	$4.58M	Buy	13,965 +2,831	+25%	+$1.03M	0.24%	80
2022 Q2	$3.86M	Buy	11,134 +3,513	+46%	+$1.32M	0.2%	85
2022 Q1	$3.17M	Buy	7,621 +791	+12%	+$324K	0.16%	100
2021 Q4	$2.98M	Buy	6,830 +1,420	+26%	+$599K	0.15%	99
2021 Q3	$2.13M	Buy	5,410 +550	+11%	+$223K	0.12%	112
2021 Q2	$1.91M	Buy	4,860 +66	+1%	+$25.3K	0.12%	116
2021 Q1	$1.75M	Buy	4,794 +1,799	+60%	+$638K	0.14%	112
2020 Q4	$1.03M	Buy	2,995 +53	+2%	+$17.3K	0.08%	150
2020 Q3	$905K	Buy	2,942 +102	+4%	+$31.1K	0.08%	146
2020 Q2	$805K	Sell	2,840 -5,063	-64%	-$1.36M	0.08%	147
2020 Q1	$1.87M	Buy	7,903 +2,492	+46%	+$698K	0.2%	75
2019 Q4	$1.6M	Buy	5,411 +1,149	+27%	+$325K	0.18%	87
2019 Q3	$1.16M	Sell	4,262 -1,358	-24%	-$369K	0.14%	105
2019 Q2	$1.51M	Buy	5,620 +4,564	+432%	+$1.21M	0.2%	83
2019 Q1	$274K	Sell	1,056 -138	-12%	-$34.5K	0.04%	191
2018 Q4	$274K	Buy	1,194 +48	+4%	+$11.9K	0.05%	170
2018 Q3	$306K	Sell	1,146 -18	-2%	-$4.71K	0.05%	165
2018 Q2	$290K	Sell	1,164 -198	-15%	-$49.1K	0.05%	154
2018 Q1	$330K	Buy	+1,362	New	+$342K	0.07%	124

Other funds holding VOO

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

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

Empirical Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 7.6% in Q2 2026, buying an estimated $1.37M and bringing the position to 28,944 shares worth $19.9M. The position accounts for 0.29% of the portfolio, ranked #71.

Empirical Wealth Management first reported a position in VOO in Q1 2018 and has held it in 34 quarters since. 1,792 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Empirical Wealth Management held 28,944 shares of Vanguard S&P 500 ETF worth $19.9M as of Q2 2026.
Empirical Wealth Management bought 2,050 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.37M.
Vanguard S&P 500 ETF made up 0.29% of Empirical Wealth Management's portfolio in Q2 2026, its #71 holding.
Empirical Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 34 quarters since.
1,792 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.