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

Evermay 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 		$72.4M Sell
105,353
-12,991
-11% -$8.66M 7.45% 4
2026
Q1 		$70.7M Sell
118,344
-2,484
-2% -$1.55M 7.84% 4
2025
Q4 		$75.8M Sell
120,828
-2,014
-2% -$1.25M 8.5% 4
2025
Q3 		$75.4M Sell
122,842
-4,123
-3% -$2.43M 8.62% 3
2025
Q2 		$72.3M Sell
126,965
-6,975
-5% -$3.67M 8.9% 3
2025
Q1 		$68.8M Sell
133,940
-1,528
-1% -$826K 9.04% 3
2024
Q4 		$73M Sell
135,468
-2,473
-2% -$1.34M 11.05% 2
2024
Q3 		$73M Sell
137,941
-2,627
-2% -$1.34M 11.73% 2
2024
Q2 		$70.5M Sell
140,568
-254
-0.2% -$122K 11.31% 2
2024
Q1 		$67.7M Sell
140,822
-1,616
-1% -$740K 10.22% 2
2023
Q4 		$62.2M Sell
142,438
-3,925
-3% -$1.61M 11.49% 2
2023
Q3 		$57.7M Sell
146,363
-3,276
-2% -$1.34M 11.79% 2
2023
Q2 		$61.2M Sell
149,639
-1,609
-1% -$621K 11.77% 2
2023
Q1 		$56.9M Sell
151,248
-10,427
-6% -$3.82M 11.48% 2
2022
Q4 		$56.8M Sell
161,675
-984
-0.6% -$348K 11.57% 2
2022
Q3 		$53.6M Buy
162,659
+5,133
+3% +$1.87M 10.66% 3
2022
Q2 		$54.8M Buy
157,526
+1,980
+1% +$746K 10.65% 3
2022
Q1 		$64.6M Sell
155,546
-2,326
-1% -$952K 10.83% 2
2021
Q4 		$68.9M Sell
157,872
-4,282
-3% -$1.81M 12.32% 2
2021
Q3 		$64M Sell
162,154
-5,393
-3% -$2.19M 12.39% 2
2021
Q2 		$65.9M Sell
167,547
-3,286
-2% -$1.26M 12.21% 2
2021
Q1 		$62.2M Sell
170,833
-3,012
-2% -$1.07M 12.44% 2
2020
Q4 		$59.7M Sell
173,845
-5,252
-3% -$1.71M 13.17% 2
2020
Q3 		$55.1M Buy
179,097
+1,741
+1% +$530K 13.53% 2
2020
Q2 		$50.3M Buy
177,356
+26,960
+18% +$7.26M 13.23% 2
2020
Q1 		$35.6M Buy
150,396
+36,564
+32% +$10.2M 10.81% 3
2019
Q4 		$33.7M Sell
113,832
-2,239
-2% -$633K 8.28% 4
2019
Q3 		$31.6M Buy
116,071
+1,927
+2% +$523K 8.63% 4
2019
Q2 		$30.7M Sell
114,144
-550
-0.5% -$146K 8.53% 4
2019
Q1 		$29.8M Sell
114,694
-1,063
-0.9% -$266K 8.42% 4
2018
Q4 		$26.6M Buy
115,757
+3,673
+3% +$910K 8.61% 4
2018
Q3 		$29.9M Sell
112,084
-1,891
-2% -$495K 9.34% 3
2018
Q2 		$28.4M Buy
113,975
+218
+0.2% +$54.1K 9.47% 3
2018
Q1 		$27.5M Buy
113,757
+7,263
+7% +$1.82M 9.49% 3
2017
Q4 		$26.1M Buy
106,494
+11
+0% +$2.63K 9.57% 3
2017
Q3 		$24.6M Buy
106,483
+1,358
+1% +$308K 10.67% 3
2017
Q2 		$23.3M Buy
105,125
+2,710
+3% +$596K 10.35% 4
2017
Q1 		$22.2M Sell
102,415
-839
-0.8% -$179K 9.92% 4
2016
Q4 		$21.2M Sell
103,254
-154
-0.1% -$30.9K 10.37% 4
2016
Q3 		$20.5M Buy
103,408
+341
+0.3% +$67.6K 10.35% 4
2016
Q2 		$19.8M Buy
103,067
+4,990
+5% +$950K 10.35% 4
2016
Q1 		$18.5M Buy
98,077
+9,373
+11% +$1.68M 10.36% 4
2015
Q4 		$16.6M Buy
88,704
+83,502
+1,605% +$15.7M 9.77% 4
2015
Q3 		$914K Buy
+5,202
New +$967K 0.55% 22

Other funds holding VOO

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 $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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Evermay Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 11% in Q2 2026, selling an estimated $8.66M and leaving 105,353 shares worth $72.4M. The position accounts for 7.45% of the portfolio, ranked #4.

Evermay Wealth Management first reported a position in VOO in Q3 2015 and has held it in 44 quarters since. The position peaked at $75.8M in Q4 2025. 1,612 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Evermay Wealth Management held 105,353 shares of Vanguard S&P 500 ETF worth $72.4M as of Q2 2026.
  • Evermay Wealth Management sold 12,991 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $8.66M.
  • Vanguard S&P 500 ETF made up 7.45% of Evermay Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Evermay Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2015 and has held it in 44 quarters since.
  • Evermay Wealth Management's Vanguard S&P 500 ETF position peaked at $75.8M in Q4 2025.
  • 1,612 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.