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FRG Family Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

FRG Family Wealth Advisors’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
Q1 		$1.47M Buy
2,468
+121
+5% +$75.7K 0.24% 71
2025
Q4 		$1.47M Buy
2,347
+330
+16% +$205K 0.23% 67
2025
Q3 		$1.24M Sell
2,017
-215
-10% -$127K 0.2% 76
2025
Q2 		$1.27M Buy
2,232
+12
+0.5% +$6.31K 0.22% 72
2025
Q1 		$1.14M Buy
2,220
+380
+21% +$205K 0.22% 74
2024
Q4 		$991K Hold
1,840
– – 0.18% 80
2024
Q3 		$971K Hold
1,840
– – 0.17% 85
2024
Q2 		$883K Buy
1,840
+200
+12% +$96.2K 0.17% 87
2024
Q1 		$757K Buy
1,640
+640
+64% +$293K 0.15% 90
2023
Q4 		$437K Buy
1,000
+35
+4% +$14.3K 0.09% 106
2023
Q3 		$379K Sell
965
-110
-10% -$45K 0.09% 110
2023
Q2 		$438K Buy
1,075
+65
+6% +$25.1K 0.1% 103
2023
Q1 		$380K Buy
1,010
+40
+4% +$14.7K 0.09% 114
2022
Q4 		$341K Buy
970
+110
+13% +$38.9K 0.08% 119
2022
Q3 		$282K Hold
860
– – 0.07% 120
2022
Q2 		$298K Buy
+860
New +$324K 0.07% 121
2022
Q1 		– Sell
-610
Closed -$266K – 148
2021
Q4 		$266K Hold
610
– – 0.05% 131
2021
Q3 		$241K Buy
+610
New +$247K 0.05% 128
2020
Q1 		– Sell
-726
Closed -$215K – 123
2019
Q4 		$215K Buy
+726
New +$205K 0.05% 115

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

FRG Family Wealth Advisors's VOO Position: Q1 2026 in Review

FRG Family Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 5.2% in Q1 2026, buying an estimated $75.7K and bringing the position to 2,468 shares worth $1.47M. The position accounts for 0.24% of the portfolio, ranked #71.

FRG Family Wealth Advisors first reported a position in VOO in Q4 2019 and has held it in 19 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • FRG Family Wealth Advisors held 2,468 shares of Vanguard S&P 500 ETF worth $1.47M as of Q1 2026.
  • FRG Family Wealth Advisors bought 121 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $75.7K.
  • Vanguard S&P 500 ETF made up 0.24% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #71 holding.
  • FRG Family Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 19 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.