FPWM
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FSB Premier Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

FSB Premier 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
Q1 		$15.5M Sell
25,956
-283
-1% -$177K 4.86% 1
2025
Q4 		$16.5M Sell
26,239
-115
-0.4% -$71.5K 5.22% 1
2025
Q3 		$16.1M Sell
26,354
-485
-2% -$286K 5.31% 1
2025
Q2 		$15.2M Sell
26,839
-748
-3% -$393K 5.44% 1
2025
Q1 		$14.2M Sell
27,587
-1,958
-7% -$1.06M 5.53% 1
2024
Q4 		$15.9M Sell
29,545
-1,647
-5% -$892K 6.38% 1
2024
Q3 		$16.5M Sell
31,192
-856
-3% -$435K 6.75% 1
2024
Q2 		$16M Sell
32,048
-1,190
-4% -$573K 7.24% 1
2024
Q1 		$16M Sell
33,238
-62
-0.2% -$28.4K 7.44% 1
2023
Q4 		$14.5M Sell
33,300
-613
-2% -$251K 7.28% 1
2023
Q3 		$13.3M Sell
33,913
-76
-0.2% -$31.1K 7.41% 1
2023
Q2 		$13.8M Sell
33,989
-1,512
-4% -$583K 7.51% 1
2023
Q1 		$13.4M Sell
35,501
-1,375
-4% -$504K 7.43% 1
2022
Q4 		$13M Sell
36,876
-2,737
-7% -$967K 7.1% 1
2022
Q3 		$13M Sell
39,613
-2,599
-6% -$949K 7.6% 1
2022
Q2 		$14.6M Sell
42,212
-778
-2% -$293K 8.12% 1
2022
Q1 		$16.9M Sell
42,990
-2,217
-5% -$908K 8.47% 1
2021
Q4 		$19.7M Sell
45,207
-2,049
-4% -$865K 8.24% 1
2021
Q3 		$18.6M Buy
47,256
+1,227
+3% +$498K 9.33% 1
2021
Q2 		$18.1M Buy
46,029
+62
+0.1% +$23.8K 9.27% 1
2021
Q1 		$16.7M Buy
45,967
+9,647
+27% +$3.42M 9.02% 1
2020
Q4 		$12.5M Buy
+36,320
New +$11.8M 6.68% 1

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

FSB Premier Wealth Management's VOO Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q1 2026, selling an estimated $177K and leaving 25,956 shares worth $15.5M. The position accounts for 4.86% of the portfolio, ranked #1.

FSB Premier Wealth Management first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $19.7M in Q4 2021. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • FSB Premier Wealth Management held 25,956 shares of Vanguard S&P 500 ETF worth $15.5M as of Q1 2026.
  • FSB Premier Wealth Management sold 283 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $177K.
  • Vanguard S&P 500 ETF made up 4.86% of FSB Premier Wealth Management's portfolio in Q1 2026, its #1 holding.
  • FSB Premier Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • FSB Premier Wealth Management's Vanguard S&P 500 ETF position peaked at $19.7M in Q4 2021.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.