Melone Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Melone Private Wealth’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	$1.46M	Buy	2,129 +6	+0.3%	+$4K	0.56%	33
2026 Q1	$1.27M	Sell	2,123 -10	-0.5%	-$6.25K	0.52%	33
2025 Q4	$1.34M	Sell	2,133 -26	-1%	-$16.2K	0.57%	32
2025 Q3	$1.32M	Sell	2,159 -15	-0.7%	-$8.84K	0.6%	28
2025 Q2	$1.23M	Sell	2,174 -55	-2%	-$28.9K	0.63%	28
2025 Q1	$1.15M	Buy	2,229 +7	+0.3%	+$3.78K	0.6%	30
2024 Q4	$1.2M	Buy	2,222 +10	+0.5%	+$5.42K	0.62%	29
2024 Q3	$1.17M	Sell	2,212 -233	-10%	-$118K	0.62%	28
2024 Q2	$1.22M	Hold	2,445	–	–	0.72%	27
2024 Q1	$1.18M	Buy	2,445 +6	+0.2%	+$2.75K	0.71%	27
2023 Q4	$1.07M	Sell	2,439 -9	-0.4%	-$3.69K	0.68%	27
2023 Q3	$961K	Buy	2,448 +1	+0%	+$409	0.69%	27
2023 Q2	$997K	Hold	2,447	–	–	0.7%	28
2023 Q1	$916K	Sell	2,447 -49	-2%	-$18K	0.7%	28
2022 Q4	$877K	Buy	2,496 +2	+0.1%	+$707	0.74%	30
2022 Q3	$855K	Sell	2,494 -4	-0.2%	-$1.46K	0.75%	31
2022 Q2	$892K	Buy	2,498 +2	+0.1%	+$753	0.76%	32
2022 Q1	$981K	Sell	2,496 -36	-1%	-$14.7K	0.8%	33
2021 Q4	$1.1M	Buy	+2,532	New	+$1.07M	0.83%	33

Other funds holding VOO

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

Melone Private Wealth's VOO Position: Q2 2026 in Review

Melone Private Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 0.28% in Q2 2026, buying an estimated $4K and bringing the position to 2,129 shares worth $1.46M. The position accounts for 0.56% of the portfolio, ranked #33.

Melone Private Wealth first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 785 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Melone Private Wealth held 2,129 shares of Vanguard S&P 500 ETF worth $1.46M as of Q2 2026.
Melone Private Wealth bought 6 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4K.
Vanguard S&P 500 ETF made up 0.56% of Melone Private Wealth's portfolio in Q2 2026, its #33 holding.
Melone Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
785 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.