NW
VOO icon

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

NewEdge 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 		$144M Buy
209,049
+10,617
+5% +$7.08M 1.43% 12
2026
Q1 		$119M Sell
198,432
-18,654
-9% -$11.7M 1.41% 12
2025
Q4 		$136M Buy
217,086
+163,272
+303% +$101M 1.54% 11
2025
Q3 		$33.5M Buy
53,814
+8,364
+18% +$4.93M 0.48% 48
2025
Q2 		$26.4M Sell
45,450
-1,362
-3% -$716K 0.41% 57
2025
Q1 		$24.1M Buy
46,812
+14,519
+45% +$7.85M 0.44% 62
2024
Q4 		$17.4M Buy
32,293
+1,093
+4% +$592K 0.3% 86
2024
Q3 		$16.5M Buy
31,200
+3,216
+11% +$1.63M 0.3% 87
2024
Q2 		$14M Sell
27,984
-1,102
-4% -$530K 0.3% 89
2024
Q1 		$13.5M Buy
29,086
+10,089
+53% +$4.62M 0.3% 89
2023
Q4 		$8.3M Buy
18,997
+1,738
+10% +$712K 0.21% 111
2023
Q3 		$6.78M Buy
17,259
+2,388
+16% +$976K 0.21% 113
2023
Q2 		$6.06M Buy
14,871
+2,417
+19% +$932K 0.2% 118
2023
Q1 		$4.68M Buy
12,454
+1,578
+15% +$579K 0.18% 127
2022
Q4 		$3.82M Sell
10,876
-3,004
-22% -$1.06M 0.16% 129
2022
Q3 		$4.56M Buy
13,880
+177
+1% +$64.6K 0.22% 107
2022
Q2 		$4.75M Sell
13,703
-997
-7% -$376K 0.22% 110
2022
Q1 		$6.1M Buy
14,700
+1,669
+13% +$683K 0.27% 98
2021
Q4 		$5.69M Buy
13,031
+12,108
+1,312% +$5.11M 0.24% 104
2021
Q3 		$364K Buy
+923
New +$374K 0.02% 233

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

NewEdge Wealth's VOO Position: Q2 2026 in Review

NewEdge Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 5.4% in Q2 2026, buying an estimated $7.08M and bringing the position to 209,049 shares worth $144M. The position accounts for 1.43% of the portfolio, ranked #12.

NewEdge Wealth first reported a position in VOO in Q3 2021 and has held it in 20 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • NewEdge Wealth held 209,049 shares of Vanguard S&P 500 ETF worth $144M as of Q2 2026.
  • NewEdge Wealth bought 10,617 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $7.08M.
  • Vanguard S&P 500 ETF made up 1.43% of NewEdge Wealth's portfolio in Q2 2026, its #12 holding.
  • NewEdge Wealth first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 20 quarters since.
  • 3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.