Monograph Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Monograph Wealth Advisors’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	$4.56M	Hold	6,645	–	–	0.37%	30
2026 Q1	$3.97M	Buy	6,645 +102	+2%	+$63.8K	0.38%	29
2025 Q4	$4.1M	Sell	6,543 -7	-0.1%	-$4.35K	0.4%	31
2025 Q3	$4.02M	Sell	6,550 -1,176	-15%	-$693K	0.41%	30
2025 Q2	$4.4M	Buy	7,726 +4,092	+113%	+$2.15M	0.54%	28
2025 Q1	$1.87M	Sell	3,634 -11,020	-75%	-$5.96M	0.25%	37
2024 Q4	$7.9M	Buy	14,654 +9,670	+194%	+$5.24M	1.04%	18
2024 Q3	$2.64M	Hold	4,984	–	–	0.34%	30
2024 Q2	$2.5M	Hold	4,984	–	–	0.37%	31
2024 Q1	$2.4M	Sell	4,984 -1,332	-21%	-$610K	0.35%	31
2023 Q4	$2.76M	Sell	6,316 -9,030	-59%	-$3.7M	0.5%	23
2023 Q3	$6.05M	Buy	15,346 +13,079	+577%	+$5.35M	1.2%	12
2023 Q2	$927K	Hold	2,267	–	–	0.2%	34
2023 Q1	$853K	Sell	2,267 -1,029	-31%	-$377K	0.2%	32
2022 Q4	$1.16M	Hold	3,296	–	–	0.31%	27
2022 Q3	$1.09M	Buy	3,296 +24	+0.7%	+$8.77K	0.36%	24
2022 Q2	$1.14M	Hold	3,272	–	–	0.33%	27
2022 Q1	$1.36M	Hold	3,272	–	–	0.34%	26
2021 Q4	$1.43M	Buy	+3,272	New	+$1.38M	0.36%	26

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

Monograph Wealth Advisors's VOO Position: Q2 2026 in Review

Monograph Wealth Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 6,645 shares worth $4.56M. The position accounts for 0.37% of the portfolio, ranked #30.

Monograph Wealth Advisors first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.9M in Q4 2024. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Monograph Wealth Advisors held 6,645 shares of Vanguard S&P 500 ETF worth $4.56M as of Q2 2026.
Monograph Wealth Advisors left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.37% of Monograph Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Monograph Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
Monograph Wealth Advisors's Vanguard S&P 500 ETF position peaked at $7.9M in Q4 2024.
3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.