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

Forefront 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
2025
Q4 		$357K Hold
570
– – 0.26% 48
2025
Q3 		$349K Hold
570
– – 0.26% 48
2025
Q2 		$324K Hold
570
– – 0.26% 44
2025
Q1 		$293K Hold
570
– – 0.27% 41
2024
Q4 		$307K Buy
+570
New +$309K 0.28% 40

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Forefront Wealth Management's VOO Position: Q4 2025 in Review

Forefront Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q4 2025 at 570 shares worth $357K. The position accounts for 0.26% of the portfolio, ranked #48.

Forefront Wealth Management first reported a position in VOO in Q4 2024 and has held it in 5 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • Forefront Wealth Management held 570 shares of Vanguard S&P 500 ETF worth $357K as of Q4 2025.
  • Forefront Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q4 2025.
  • Vanguard S&P 500 ETF made up 0.26% of Forefront Wealth Management's portfolio in Q4 2025, its #48 holding.
  • Forefront Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 5 quarters since.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.