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FWL Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

FWL Investment 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
Q2 		$68.7K Hold
100
– – 0.01% 183
2026
Q1 		$59.8K Sell
100
-20
-17% -$12.5K 0.01% 153
2025
Q4 		$75.3K Hold
120
– – 0.02% 133
2025
Q3 		$73.5K Buy
120
+20
+20% +$11.8K 0.02% 124
2025
Q2 		$56.8K Sell
100
-15
-13% -$7.88K 0.02% 149
2025
Q1 		$59.1K Hold
115
– – 0.02% 139
2024
Q4 		$62K Buy
+115
New +$62.3K 0.02% 139

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

FWL Investment Management's VOO Position: Q2 2026 in Review

FWL Investment Management held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 100 shares worth $68.7K. The position accounts for 0.01% of the portfolio, ranked #183.

FWL Investment Management first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $75.3K in Q4 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • FWL Investment Management held 100 shares of Vanguard S&P 500 ETF worth $68.7K as of Q2 2026.
  • FWL Investment Management left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #183 holding.
  • FWL Investment Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • FWL Investment Management's Vanguard S&P 500 ETF position peaked at $75.3K in Q4 2025.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.