FWA
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FSM Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

FSM 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
Q2 		$2.93M Buy
4,269
+3
+0.1% +$2K 0.31% 47
2026
Q1 		$2.55M Buy
4,266
+22
+0.5% +$13.8K 0.33% 44
2025
Q4 		$2.66M Sell
4,244
-1,772
-29% -$1.1M 0.36% 43
2025
Q3 		$3.68M Sell
6,016
-13
-0.2% -$7.66K 0.52% 38
2025
Q2 		$3.44M Buy
6,029
+811
+16% +$426K 0.56% 35
2025
Q1 		$2.68M Buy
5,218
+812
+18% +$439K 0.6% 28
2024
Q4 		$2.4M Buy
4,406
+1,453
+49% +$787K 0.59% 33
2024
Q3 		$1.56M Buy
2,953
+90
+3% +$45.7K 0.41% 41
2024
Q2 		$1.43M Sell
2,863
-34
-1% -$16.4K 0.48% 38
2024
Q1 		$1.39M Sell
2,897
-92
-3% -$42.1K 0.49% 38
2023
Q4 		$1.31M Buy
2,989
+331
+12% +$136K 0.56% 39
2023
Q3 		$1.04M Buy
2,658
+69
+3% +$28.2K 0.53% 42
2023
Q2 		$1.05M Buy
2,589
+663
+34% +$256K 0.53% 43
2023
Q1 		$724K Buy
1,926
+290
+18% +$106K 0.42% 56
2022
Q4 		$575K Buy
1,636
+360
+28% +$127K 0.41% 61
2022
Q3 		$419K Buy
+1,276
New +$466K 0.35% 74

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FI
FJ Investments Salt Lake City, Utah $1.84B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

FSM Wealth Advisors's VOO Position: Q2 2026 in Review

FSM Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.07% in Q2 2026, buying an estimated $2K and bringing the position to 4,269 shares worth $2.93M. The position accounts for 0.31% of the portfolio, ranked #47.

FSM Wealth Advisors first reported a position in VOO in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.68M in Q3 2025. 2,610 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • FSM Wealth Advisors held 4,269 shares of Vanguard S&P 500 ETF worth $2.93M as of Q2 2026.
  • FSM Wealth Advisors bought 3 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2K.
  • Vanguard S&P 500 ETF made up 0.31% of FSM Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • FSM Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
  • FSM Wealth Advisors's Vanguard S&P 500 ETF position peaked at $3.68M in Q3 2025.
  • 2,610 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.