Fusion Family Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $235M | Buy |
393,826
+13,048
| +3% | +$8.16M | 17.57% | 1 |
|
|
2025
Q4 | $239M | Buy |
380,778
+7,096
| +2% | +$4.41M | 18.1% | 1 |
|
|
2025
Q3 | $229M | Sell |
373,682
-4,018
| -1% | -$2.37M | 17.14% | 1 |
|
|
2025
Q2 | $215M | Buy |
377,700
+10,020
| +3% | +$5.27M | 18.14% | 1 |
|
|
2025
Q1 | $189M | Buy |
367,680
+3,395
| +0.9% | +$1.84M | 17.37% | 1 |
|
|
2024
Q4 | $196M | Buy |
364,285
+13,689
| +4% | +$7.41M | 18% | 1 |
|
|
2024
Q3 | $185M | Buy |
350,596
+12,507
| +4% | +$6.36M | 17.04% | 1 |
|
|
2024
Q2 | $169M | Sell |
338,089
-1,718
| -0.5% | -$827K | 17.22% | 1 |
|
|
2024
Q1 | $163M | Buy |
339,807
+5,933
| +2% | +$2.72M | 16.93% | 1 |
|
|
2023
Q4 | $146M | Sell |
333,874
-3,006
| -0.9% | -$1.23M | 16.44% | 1 |
|
|
2023
Q3 | $132M | Buy |
336,880
+2,729
| +0.8% | +$1.12M | 16.37% | 1 |
|
|
2023
Q2 | $136M | Buy |
334,151
+6,472
| +2% | +$2.5M | 16.35% | 1 |
|
|
2023
Q1 | $123M | Buy |
327,679
+5,083
| +2% | +$1.86M | 15.84% | 1 |
|
|
2022
Q4 | $113M | Buy |
322,596
+46,234
| +17% | +$16.3M | 15.52% | 1 |
|
|
2022
Q3 | $109M | Sell |
276,362
-55,009
| -17% | -$20.1M | 16.39% | 1 |
|
|
2022
Q2 | $115M | Buy |
331,371
+36,276
| +12% | +$13.7M | 16.47% | 1 |
|
|
2022
Q1 | $123M | Buy |
295,095
+33,622
| +13% | +$13.8M | 16.54% | 1 |
|
|
2021
Q4 | $114M | Sell |
261,473
-14,889
| -5% | -$6.29M | 17% | 1 |
|
|
2021
Q3 | $109M | Buy |
276,362
+9,148
| +3% | +$3.71M | 16.39% | 1 |
|
|
2021
Q2 | $105M | Buy |
267,214
+1,364
| +0.5% | +$524K | 15.75% | 1 |
|
|
2021
Q1 | $96.8M | Buy |
265,850
+22,886
| +9% | +$8.12M | 14.99% | 1 |
|
|
2020
Q4 | $83.5M | Buy |
242,964
+4,479
| +2% | +$1.46M | 14.75% | 1 |
|
|
2020
Q3 | $73.7M | Buy |
238,485
+18,689
| +9% | +$5.69M | 14.88% | 1 |
|
|
2020
Q2 | $62.3M | Sell |
219,796
-14,809
| -6% | -$3.99M | 14.69% | 1 |
|
|
2020
Q1 | $55.6M | Buy |
234,605
+12,434
| +6% | +$3.48M | 14.89% | 1 |
|
|
2019
Q4 | $65.7M | Buy |
222,171
+3,973
| +2% | +$1.12M | 15.13% | 1 |
|
|
2019
Q3 | $59.8M | Buy |
218,198
+9,072
| +4% | +$2.46M | 15.85% | 1 |
|
|
2019
Q2 | $56.3M | Buy |
209,126
+18,182
| +10% | +$4.81M | 14.01% | 1 |
|
|
2019
Q1 | $49.6M | Buy |
190,944
+9,174
| +5% | +$2.29M | 13.69% | 1 |
|
|
2018
Q4 | $41.8M | Buy |
181,770
+4,983
| +3% | +$1.23M | 12.28% | 1 |
|
|
2018
Q3 | $47.2M | Buy |
176,787
+7,882
| +5% | +$2.06M | 12.67% | 2 |
|
|
2018
Q2 | $42.1M | Buy |
168,905
+2,566
| +2% | +$637K | 11.84% | 2 |
|
|
2018
Q1 | $40.3M | Buy |
166,339
+14,628
| +10% | +$3.67M | 13.54% | 2 |
|
|
2017
Q4 | $37.2M | Buy |
151,711
+8,405
| +6% | +$2.01M | 9.29% | 3 |
|
|
2017
Q3 | $33.1M | Buy |
143,306
+14,805
| +12% | +$3.35M | 11.19% | 2 |
|
|
2017
Q2 | $28.5M | Buy |
128,501
+6,824
| +6% | +$1.5M | 9.77% | 2 |
|
|
2017
Q1 | $26.3M | Buy |
+121,677
| New | +$26M | 9.86% | 2 |
|
Other funds holding VOO
VGA
AA
Fusion Family Wealth's VOO Position: Q1 2026 in Review
Fusion Family Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 3.4% in Q1 2026, buying an estimated $8.16M and bringing the position to 393,826 shares worth $235M. The position accounts for 17.57% of the portfolio, ranked #1.
Fusion Family Wealth first reported a position in VOO in Q1 2017 and has held it in 37 quarters since. The position peaked at $239M in Q4 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- Fusion Family Wealth held 393,826 shares of Vanguard S&P 500 ETF worth $235M as of Q1 2026.
- Fusion Family Wealth bought 13,048 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $8.16M.
- Vanguard S&P 500 ETF made up 17.57% of Fusion Family Wealth's portfolio in Q1 2026, its #1 holding.
- Fusion Family Wealth first reported a position in Vanguard S&P 500 ETF in Q1 2017 and has held it in 37 quarters since.
- Fusion Family Wealth's Vanguard S&P 500 ETF position peaked at $239M in Q4 2025.
- 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on Fusion Family Wealth's 13F filing for Q1 2026, filed 5 May 2026.