Measured Wealth Private Client Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Measured Wealth Private Client Group’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	$434K	Sell	632 -79	-11%	-$52.7K	0.1%	126
2026 Q1	$425K	Buy	711 +102	+17%	+$63.8K	0.12%	119
2025 Q4	$382K	Buy	609 +127	+26%	+$78.9K	0.1%	122
2025 Q3	$295K	Sell	482 -183	-28%	-$108K	0.08%	139
2025 Q2	$378K	Hold	665	–	–	0.11%	121
2025 Q1	$342K	Sell	665 -15	-2%	-$8.11K	0.11%	122
2024 Q4	$366K	Buy	680 +30	+5%	+$16.2K	0.12%	112
2024 Q3	$343K	Sell	650 -231	-26%	-$117K	0.11%	118
2024 Q2	$441K	Hold	881	–	–	0.15%	103
2024 Q1	$423K	Sell	881 -799	-48%	-$366K	0.15%	110
2023 Q4	$734K	Buy	1,680 +45	+3%	+$18.4K	0.27%	61
2023 Q3	$642K	Buy	+1,635	New	+$669K	0.26%	65
2018 Q4	–	Sell	-186	Closed	-$50K	–	691
2018 Q3	$50K	Buy	+186	New	+$48.7K	0.03%	355

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

Measured Wealth Private Client Group's VOO Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Vanguard S&P 500 ETF (VOO) stake by 11% in Q2 2026, selling an estimated $52.7K and leaving 632 shares worth $434K. The position accounts for 0.1% of the portfolio, ranked #126.

Measured Wealth Private Client Group first reported a position in VOO in Q3 2018 and has held it in 13 quarters since. The position peaked at $734K in Q4 2023. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Measured Wealth Private Client Group held 632 shares of Vanguard S&P 500 ETF worth $434K as of Q2 2026.
Measured Wealth Private Client Group sold 79 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $52.7K.
Vanguard S&P 500 ETF made up 0.1% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #126 holding.
Measured Wealth Private Client Group first reported a position in Vanguard S&P 500 ETF in Q3 2018 and has held it in 13 quarters since.
Measured Wealth Private Client Group's Vanguard S&P 500 ETF position peaked at $734K in Q4 2023.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.