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

Meritas 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	$301K	Buy	438 +1	+0.2%	+$667	0.12%	48
2026 Q1	$261K	Sell	437 -31	-7%	-$19.4K	0.12%	50
2025 Q4	$293K	Buy	468 +2	+0.4%	+$1.24K	0.14%	47
2025 Q3	$286K	Sell	466 -34	-7%	-$20K	0.14%	46
2025 Q2	$284K	Hold	500	–	–	0.16%	42
2025 Q1	$257K	Buy	500 +1	+0.2%	+$541	0.15%	42
2024 Q4	$269K	Sell	499 -10	-2%	-$5.42K	0.16%	43
2024 Q3	$269K	Hold	509	–	–	0.17%	43
2024 Q2	$255K	Hold	509	–	–	0.18%	41
2024 Q1	$245K	Hold	509	–	–	0.17%	42
2023 Q4	$222K	Buy	+509	New	+$208K	0.17%	46
2023 Q3	–	Sell	-509	Closed	-$207K	–	44
2023 Q2	$207K	Buy	+509	New	+$196K	0.16%	41

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Meritas Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.23% in Q2 2026, buying an estimated $667 and bringing the position to 438 shares worth $301K. The position accounts for 0.12% of the portfolio, ranked #48.

Meritas Wealth Management first reported a position in VOO in Q2 2023 and has held it in 12 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Meritas Wealth Management held 438 shares of Vanguard S&P 500 ETF worth $301K as of Q2 2026.
Meritas Wealth Management bought 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
Vanguard S&P 500 ETF made up 0.12% of Meritas Wealth Management's portfolio in Q2 2026, its #48 holding.
Meritas Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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