Global Wealth Management Investment Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Global Wealth Management Investment Advisory’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	$1.47M	Sell	2,134 -289	-12%	-$193K	0.21%	83
2026 Q1	$1.45M	Sell	2,423 -234	-9%	-$146K	0.23%	84
2025 Q4	$1.67M	Buy	2,657 +6	+0.2%	+$3.73K	0.27%	77
2025 Q3	$1.62M	Buy	2,651 +881	+50%	+$519K	0.27%	81
2025 Q2	$1.01M	Buy	+1,770	New	+$930K	0.19%	100
2024 Q1	–	Sell	-63	Closed	-$27.4K	–	429
2023 Q4	$27.4K	Buy	63 +5	+9%	+$2.05K	0.01%	229
2023 Q3	$22.9K	Buy	58 +6	+12%	+$2.45K	0.01%	238
2023 Q2	$21.1K	Buy	+52	New	+$20.1K	0.01%	242
2022 Q3	–	Sell	-41	Closed	-$14K	–	469
2022 Q2	$14K	Buy	41 +15	+58%	+$5.65K	﹤0.01%	262
2022 Q1	$11K	Buy	26 +7	+37%	+$2.87K	﹤0.01%	313
2021 Q4	$8K	Sell	19 -45	-70%	-$19K	﹤0.01%	330
2021 Q3	$25K	Hold	64	–	–	0.01%	246
2021 Q2	$25K	Sell	64 -8	-11%	-$3.07K	0.01%	233
2021 Q1	$26K	Sell	72 -1	-1%	-$355	0.01%	231
2020 Q4	$25K	Hold	73	–	–	0.01%	221
2020 Q3	$22K	Sell	73 -8	-10%	-$2.44K	0.01%	221
2020 Q2	$23K	Sell	81 -69	-46%	-$18.6K	0.01%	268
2020 Q1	$36K	Sell	150 -4	-3%	-$1.12K	0.02%	192
2019 Q4	$46K	Sell	154 -12	-7%	-$3.39K	0.02%	187
2019 Q3	$45K	Buy	166 +4	+2%	+$1.09K	0.02%	173
2019 Q2	$44K	Sell	162 -263	-62%	-$69.6K	0.02%	181
2019 Q1	$110K	Sell	425 -864	-67%	-$216K	0.06%	153
2018 Q4	$296K	Buy	+1,289	New	+$319K	0.17%	104

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Global Wealth Management Investment Advisory's VOO Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Vanguard S&P 500 ETF (VOO) stake by 12% in Q2 2026, selling an estimated $193K and leaving 2,134 shares worth $1.47M. The position accounts for 0.21% of the portfolio, ranked #83.

Global Wealth Management Investment Advisory first reported a position in VOO in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.67M in Q4 2025. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Global Wealth Management Investment Advisory held 2,134 shares of Vanguard S&P 500 ETF worth $1.47M as of Q2 2026.
Global Wealth Management Investment Advisory sold 289 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $193K.
Vanguard S&P 500 ETF made up 0.21% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #83 holding.
Global Wealth Management Investment Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 23 quarters since.
Global Wealth Management Investment Advisory's Vanguard S&P 500 ETF position peaked at $1.67M in Q4 2025.
3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.