FWM
VOO icon

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

Fonville 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 		$9.85M Sell
14,348
-794
-5% -$529K 1.61% 20
2026
Q1 		$9.05M Sell
15,142
-945
-6% -$591K 1.72% 20
2025
Q4 		$10.1M Sell
16,087
-542
-3% -$337K 2.06% 15
2025
Q3 		$10.2M Sell
16,629
-250
-1% -$147K 2.29% 14
2025
Q2 		$9.59M Buy
16,879
+453
+3% +$238K 2.43% 12
2025
Q1 		$8.44M Buy
16,426
+7,329
+81% +$3.96M 2.49% 12
2024
Q4 		$4.9M Sell
9,097
-133
-1% -$72K 1.62% 21
2024
Q3 		$4.87M Buy
9,230
+600
+7% +$305K 1.68% 21
2024
Q2 		$4.32M Buy
8,630
+447
+5% +$215K 1.71% 22
2024
Q1 		$3.93M Buy
8,183
+595
+8% +$272K 1.74% 18
2023
Q4 		$3.31M Buy
+7,588
New +$3.11M 1.76% 21

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

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

Fonville Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 5.2% in Q2 2026, selling an estimated $529K and leaving 14,348 shares worth $9.85M. The position accounts for 1.61% of the portfolio, ranked #20.

Fonville Wealth Management first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.2M in Q3 2025. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Fonville Wealth Management held 14,348 shares of Vanguard S&P 500 ETF worth $9.85M as of Q2 2026.
  • Fonville Wealth Management sold 794 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $529K.
  • Vanguard S&P 500 ETF made up 1.61% of Fonville Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Fonville Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Fonville Wealth Management's Vanguard S&P 500 ETF position peaked at $10.2M in Q3 2025.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.