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

National Wealth Management 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 		$4.11M Buy
5,979
+191
+3% +$127K 1.27% 17
2026
Q1 		$3.46M Buy
5,788
+888
+18% +$555K 1.29% 18
2025
Q4 		$3.07M Buy
4,900
+380
+8% +$236K 1.07% 26
2025
Q3 		$2.77M Buy
4,520
+870
+24% +$513K 1.04% 25
2025
Q2 		$2.07M Buy
3,650
+2,185
+149% +$1.15M 1.16% 23
2025
Q1 		$753K Sell
1,465
-24
-2% -$13K 0.5% 45
2024
Q4 		$802K Buy
1,489
+514
+53% +$278K 0.53% 44
2024
Q3 		$515K Sell
975
-139
-12% -$70.7K 0.35% 72
2024
Q2 		$557K Sell
1,114
-1,845
-62% -$888K 0.42% 53
2024
Q1 		$1.42M Buy
2,959
+90
+3% +$41.2K 1.11% 26
2023
Q4 		$1.25M Buy
2,869
+578
+25% +$237K 1.21% 25
2023
Q3 		$900K Hold
2,291
– – 0.98% 31
2023
Q2 		$938K Buy
2,291
+34
+2% +$13.1K 0.98% 30
2023
Q1 		$853K Buy
2,257
+8
+0.4% +$2.93K 0.98% 29
2022
Q4 		$790K Hold
2,249
– – 0.95% 27
2022
Q3 		$738K Buy
+2,249
New +$821K 0.96% 25

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
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
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
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

National Wealth Management Group's VOO Position: Q2 2026 in Review

National Wealth Management Group increased its Vanguard S&P 500 ETF (VOO) stake by 3.3% in Q2 2026, buying an estimated $127K and bringing the position to 5,979 shares worth $4.11M. The position accounts for 1.27% of the portfolio, ranked #17.

National Wealth Management Group first reported a position in VOO in Q3 2022 and has held it in 16 quarters since. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • National Wealth Management Group held 5,979 shares of Vanguard S&P 500 ETF worth $4.11M as of Q2 2026.
  • National Wealth Management Group bought 191 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $127K.
  • Vanguard S&P 500 ETF made up 1.27% of National Wealth Management Group's portfolio in Q2 2026, its #17 holding.
  • National Wealth Management Group first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.