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

McGlone Suttner 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	$256K	Sell	373 -82	-18%	-$54.7K	0.03%	178
2026 Q1	$272K	Buy	+455	New	+$285K	0.04%	168
2024 Q1	–	Sell	-18	Closed	-$7.86K	–	755
2023 Q4	$7.86K	Buy	+18	New	+$7.37K	﹤0.01%	534

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

McGlone Suttner Wealth Management's VOO Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 18% in Q2 2026, selling an estimated $54.7K and leaving 373 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #178.

McGlone Suttner Wealth Management first reported a position in VOO in Q4 2023 and has held it in 3 quarters since. The position peaked at $272K in Q1 2026. 4,014 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

McGlone Suttner Wealth Management held 373 shares of Vanguard S&P 500 ETF worth $256K as of Q2 2026.
McGlone Suttner Wealth Management sold 82 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $54.7K.
Vanguard S&P 500 ETF made up 0.03% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #178 holding.
McGlone Suttner Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 3 quarters since.
McGlone Suttner Wealth Management's Vanguard S&P 500 ETF position peaked at $272K in Q1 2026.
4,014 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.