FWM
VOO icon

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

ForthRight 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 		$52.3M Sell
76,085
-2,337
-3% -$1.56M 13.37% 1
2026
Q1 		$46.9M Sell
78,422
-491
-0.6% -$307K 13.29% 1
2025
Q4 		$49.5M Sell
78,913
-1,549
-2% -$963K 14.23% 1
2025
Q3 		$49.3M Buy
80,462
+1,088
+1% +$641K 14.32% 1
2025
Q2 		$45.1M Buy
79,374
+2,875
+4% +$1.51M 14.06% 1
2025
Q1 		$39.3M Buy
76,499
+1,223
+2% +$661K 13.15% 1
2024
Q4 		$40.6M Sell
75,276
-141
-0.2% -$76.4K 13.52% 1
2024
Q3 		$39.8M Sell
75,417
-1,561
-2% -$793K 13.25% 1
2024
Q2 		$38.5M Sell
76,978
-1,537
-2% -$740K 13.84% 1
2024
Q1 		$37.7M Buy
78,515
+345
+0.4% +$158K 13.55% 1
2023
Q4 		$34.1M Buy
78,170
+2,422
+3% +$992K 13.23% 1
2023
Q3 		$29.7M Sell
75,748
-257
-0.3% -$105K 12.82% 2
2023
Q2 		$31M Buy
76,005
+1,763
+2% +$680K 12.94% 2
2023
Q1 		$27.9M Buy
74,242
+2,499
+3% +$916K 12.78% 2
2022
Q4 		$25.2M Sell
71,743
-788
-1% -$278K 12.89% 2
2022
Q3 		$23.8M Buy
72,531
+2,096
+3% +$766K 13.97% 2
2022
Q2 		$24.4M Buy
70,435
+3,351
+5% +$1.26M 13.58% 2
2022
Q1 		$27.9M Buy
67,084
+4,532
+7% +$1.86M 14.39% 2
2021
Q4 		$27.3M Buy
62,552
+1,448
+2% +$611K 14.93% 2
2021
Q3 		$24.1M Buy
61,104
+1,651
+3% +$670K 14.63% 2
2021
Q2 		$23.4M Buy
59,453
+443
+0.8% +$170K 14.84% 2
2021
Q1 		$21.5M Buy
59,010
+1,395
+2% +$495K 14.59% 2
2020
Q4 		$19.8M Buy
+57,615
New +$18.8M 15.56% 2

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

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

ForthRight Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 3% in Q2 2026, selling an estimated $1.56M and leaving 76,085 shares worth $52.3M. The position accounts for 13.37% of the portfolio, ranked #1.

ForthRight Wealth Management first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • ForthRight Wealth Management held 76,085 shares of Vanguard S&P 500 ETF worth $52.3M as of Q2 2026.
  • ForthRight Wealth Management sold 2,337 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.56M.
  • Vanguard S&P 500 ETF made up 13.37% of ForthRight Wealth Management's portfolio in Q2 2026, its #1 holding.
  • ForthRight Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.