FWG Investments’s Vanguard S&P 500 ETF VOO Stock Holding History

FWG Investments’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	$16.9M	Sell	28,248 -915	-3%	-$572K	10.73%	1
2025 Q4	$18.3M	Sell	29,163 -776	-3%	-$482K	11.65%	1
2025 Q3	$18.3M	Sell	29,939 -762	-2%	-$449K	12.57%	1
2025 Q2	$17.4M	Sell	30,701 -365	-1%	-$192K	13.26%	1
2025 Q1	$16M	Sell	31,066 -960	-3%	-$519K	18.73%	1
2024 Q4	$17.3M	Sell	32,026 -1,357	-4%	-$735K	13.41%	1
2024 Q3	$17.6M	Sell	33,383 -444	-1%	-$226K	15.23%	1
2024 Q2	$16.9M	Sell	33,827 -1,296	-4%	-$624K	17.08%	1
2024 Q1	$16.9M	Sell	35,123 -281	-0.8%	-$129K	18.3%	1
2023 Q4	$15.5M	Buy	+35,404	New	+$14.5M	19.2%	1

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

FWG Investments's VOO Position: Q1 2026 in Review

FWG Investments reduced its Vanguard S&P 500 ETF (VOO) stake by 3.1% in Q1 2026, selling an estimated $572K and leaving 28,248 shares worth $16.9M. The position accounts for 10.73% of the portfolio, ranked #1.

FWG Investments first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.3M in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

FWG Investments held 28,248 shares of Vanguard S&P 500 ETF worth $16.9M as of Q1 2026.
FWG Investments sold 915 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $572K.
Vanguard S&P 500 ETF made up 10.73% of FWG Investments's portfolio in Q1 2026, its #1 holding.
FWG Investments first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
FWG Investments's Vanguard S&P 500 ETF position peaked at $18.3M in Q3 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.