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

Fourth Dimension 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 		$370K Buy
539
+294
+120% +$196K 0.12% 120
2026
Q1 		$146K Sell
245
-360
-60% -$225K 0.06% 153
2025
Q4 		$379K Buy
605
+75
+14% +$46.6K 0.14% 91
2025
Q3 		$325K Hold
530
– – 0.12% 94
2025
Q2 		$301K Hold
530
– – 0.13% 95
2025
Q1 		$272K Hold
530
– – 0.13% 95
2024
Q4 		$286K Buy
+530
New +$287K 0.15% 83

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

Fourth Dimension Wealth's VOO Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 120% in Q2 2026, buying an estimated $196K and bringing the position to 539 shares worth $370K. The position accounts for 0.12% of the portfolio, ranked #120.

Fourth Dimension Wealth first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $379K in Q4 2025. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Fourth Dimension Wealth held 539 shares of Vanguard S&P 500 ETF worth $370K as of Q2 2026.
  • Fourth Dimension Wealth bought 294 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $196K.
  • Vanguard S&P 500 ETF made up 0.12% of Fourth Dimension Wealth's portfolio in Q2 2026, its #120 holding.
  • Fourth Dimension Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Vanguard S&P 500 ETF position peaked at $379K in Q4 2025.
  • 4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.