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

Nicholson 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	$5.02M	Sell	7,306 -244	-3%	-$163K	2.96%	2
2026 Q1	$4.51M	Sell	7,550 -989	-12%	-$619K	2.63%	2
2025 Q4	$5.36M	Sell	8,539 -7,344	-46%	-$4.56M	3.14%	1
2025 Q3	$9.73M	Sell	15,883 -7,578	-32%	-$4.47M	5.7%	1
2025 Q2	$13.3M	Sell	23,461 -2,601	-10%	-$1.37M	8.21%	1
2025 Q1	$13.4M	Sell	26,062 -552	-2%	-$298K	8.79%	1
2024 Q4	$14.3M	Buy	26,614 +16,270	+157%	+$8.81M	9.58%	1
2024 Q3	$5.46M	Buy	+10,344	New	+$5.26M	4.48%	2

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

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

Nicholson Wealth Management Group reduced its Vanguard S&P 500 ETF (VOO) stake by 3.2% in Q2 2026, selling an estimated $163K and leaving 7,306 shares worth $5.02M. The position accounts for 2.96% of the portfolio, ranked #2.

Nicholson Wealth Management Group first reported a position in VOO in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.3M in Q4 2024. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Nicholson Wealth Management Group held 7,306 shares of Vanguard S&P 500 ETF worth $5.02M as of Q2 2026.
Nicholson Wealth Management Group sold 244 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $163K.
Vanguard S&P 500 ETF made up 2.96% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #2 holding.
Nicholson Wealth Management Group first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
Nicholson Wealth Management Group's Vanguard S&P 500 ETF position peaked at $14.3M in Q4 2024.
3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.