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

EPG 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 Q3	$62K	Sell	88 -42	-32%	-$29.3K	0.01%	220
2026 Q2	$89.3K	Buy	130 +100	+333%	+$66.7K	0.02%	208
2026 Q1	$17.9K	Sell	30 -98	-77%	-$61.3K	﹤0.01%	263
2025 Q4	$80.3K	Buy	128 +100	+357%	+$62.1K	0.02%	215
2025 Q3	$17.1K	Sell	28 -87	-76%	-$51.3K	﹤0.01%	260
2025 Q2	$65.3K	Buy	115 +32	+39%	+$16.8K	0.02%	214
2025 Q1	$42.7K	Hold	83	–	–	0.01%	297
2024 Q4	$44.7K	Sell	83 -1	-1%	-$542	0.01%	305
2024 Q3	$44.3K	Buy	+84	New	+$42.7K	0.01%	305
2024 Q2	–	Sell	-25	Closed	-$12K	–	298
2024 Q1	$12K	Buy	25 +10	+67%	+$4.58K	﹤0.01%	382
2023 Q4	$6.81K	Hold	15	–	–	﹤0.01%	388
2023 Q3	$5.89K	Hold	15	–	–	﹤0.01%	383
2023 Q2	$6.11K	Hold	15	–	–	﹤0.01%	375
2023 Q1	$5.64K	Hold	15	–	–	﹤0.01%	385
2022 Q4	$5.27K	Hold	15	–	–	﹤0.01%	352
2022 Q3	$5K	Buy	+15	New	+$5.48K	﹤0.01%	357
2022 Q2	–	Sell	-71	Closed	-$29K	–	395
2022 Q1	$29K	Hold	71	–	–	0.01%	318
2021 Q4	$31K	Buy	71 +15	+27%	+$6.33K	0.01%	319
2021 Q3	$22K	Buy	+56	New	+$22.7K	0.01%	312
2020 Q2	–	Sell	-56	Closed	-$13K	–	756
2020 Q1	$13K	Hold	56	–	–	0.01%	458
2019 Q4	$17K	Buy	+56	New	+$15.8K	0.01%	374

Other funds holding VOO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

EPG Wealth Management's VOO Position: Q3 2026 in Review

EPG Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 32% in Q3 2026, selling an estimated $29.3K and leaving 88 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #220.

EPG Wealth Management first reported a position in VOO in Q4 2019 and has held it in 21 quarters since. The position peaked at $89.3K in Q2 2026. 2,662 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

EPG Wealth Management held 88 shares of Vanguard S&P 500 ETF worth $62K as of Q3 2026.
EPG Wealth Management sold 42 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $29.3K.
Vanguard S&P 500 ETF made up 0.01% of EPG Wealth Management's portfolio in Q3 2026, its #220 holding.
EPG Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 21 quarters since.
EPG Wealth Management's Vanguard S&P 500 ETF position peaked at $89.3K in Q2 2026.
2,662 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.