GWWM
VOO icon

Great Waters Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Great Waters Wealth 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 		$378K Buy
550
+77
+16% +$51.3K 0.04% 86
2026
Q1 		$283K Buy
473
+13
+3% +$8.13K 0.03% 96
2025
Q4 		$289K Buy
460
+50
+12% +$31.1K 0.03% 95
2025
Q3 		$251K Buy
410
+25
+6% +$14.7K 0.03% 98
2025
Q2 		$219K Sell
385
-65
-14% -$34.2K 0.03% 100
2025
Q1 		$231K Buy
450
+44
+11% +$23.8K 0.03% 90
2024
Q4 		$219K Buy
+406
New +$220K 0.03% 101

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Great Waters Wealth Management's VOO Position: Q2 2026 in Review

Great Waters Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 16% in Q2 2026, buying an estimated $51.3K and bringing the position to 550 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #86.

Great Waters Wealth Management first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Great Waters Wealth Management held 550 shares of Vanguard S&P 500 ETF worth $378K as of Q2 2026.
  • Great Waters Wealth Management bought 77 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $51.3K.
  • Vanguard S&P 500 ETF made up 0.04% of Great Waters Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Great Waters Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.