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

Level 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	$1.83M	Buy	2,667 +1	+0%	+$667	0.73%	19
2026 Q1	$1.59M	Buy	2,666 +2	+0.1%	+$1.25K	0.75%	20
2025 Q4	$1.67M	Buy	2,664 +123	+5%	+$76.4K	0.85%	19
2025 Q3	$1.56M	Hold	2,541	–	–	0.82%	18
2025 Q2	$1.44M	Sell	2,541 -9	-0.4%	-$4.73K	0.84%	18
2025 Q1	$1.31M	Buy	2,550 +1	+0%	+$541	0.86%	14
2024 Q4	$1.37M	Buy	+2,549	New	+$1.38M	0.97%	15

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

Level Wealth Management's VOO Position: Q2 2026 in Review

Level Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.04% in Q2 2026, buying an estimated $667 and bringing the position to 2,667 shares worth $1.83M. The position accounts for 0.73% of the portfolio, ranked #19.

Level Wealth Management first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Level Wealth Management held 2,667 shares of Vanguard S&P 500 ETF worth $1.83M as of Q2 2026.
Level Wealth Management bought 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
Vanguard S&P 500 ETF made up 0.73% of Level Wealth Management's portfolio in Q2 2026, its #19 holding.
Level Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Level Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.