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VOO icon

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

Fidato Wealth’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 		$86.2M Sell
125,575
-1,841
-1% -$1.23M 50.4% 1
2026
Q1 		$76.1M Buy
127,416
+1,595
+1% +$998K 49.43% 1
2025
Q4 		$78.9M Buy
125,821
+2,024
+2% +$1.26M 50.41% 1
2025
Q3 		$75.8M Buy
123,797
+1,548
+1% +$912K 49.83% 1
2025
Q2 		$69.4M Buy
122,249
+7,417
+6% +$3.9M 49.62% 1
2025
Q1 		$59M Buy
114,832
+2,583
+2% +$1.4M 45.16% 1
2024
Q4 		$60.5M Buy
112,249
+481
+0.4% +$261K 45.34% 1
2024
Q3 		$59M Buy
111,768
+684
+0.6% +$348K 47.37% 1
2024
Q2 		$55.6M Sell
111,084
-587
-0.5% -$282K 49.06% 1
2024
Q1 		$53.7M Sell
111,671
-2,543
-2% -$1.16M 48.13% 1
2023
Q4 		$49.9M Buy
+114,214
New +$46.8M 47.62% 1

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Fidato Wealth's VOO Position: Q2 2026 in Review

Fidato Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 1.4% in Q2 2026, selling an estimated $1.23M and leaving 125,575 shares worth $86.2M. The position accounts for 50.4% of the portfolio, ranked #1.

Fidato Wealth first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,007 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Fidato Wealth held 125,575 shares of Vanguard S&P 500 ETF worth $86.2M as of Q2 2026.
  • Fidato Wealth sold 1,841 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.23M.
  • Vanguard S&P 500 ETF made up 50.4% of Fidato Wealth's portfolio in Q2 2026, its #1 holding.
  • Fidato Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 4,007 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Fidato Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.