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One Charles Private Wealth Services’s Vanguard S&P 500 ETF VOO Stock Holding History

One Charles Private Wealth Services’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 		$1.16M Buy
1,693
+82
+5% +$54.7K 0.27% 64
2026
Q1 		$963K Hold
1,611
– – 0.24% 65
2025
Q4 		$1.01M Sell
1,611
-214
-12% -$133K 0.26% 65
2025
Q3 		$1.12M Buy
1,825
+250
+16% +$147K 0.29% 59
2025
Q2 		$895K Buy
1,575
+50
+3% +$26.3K 0.25% 61
2025
Q1 		$784K Buy
1,525
+458
+43% +$248K 0.25% 56
2024
Q4 		$575K Buy
+1,067
New +$578K 0.19% 69

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

One Charles Private Wealth Services's VOO Position: Q2 2026 in Review

One Charles Private Wealth Services increased its Vanguard S&P 500 ETF (VOO) stake by 5.1% in Q2 2026, buying an estimated $54.7K and bringing the position to 1,693 shares worth $1.16M. The position accounts for 0.27% of the portfolio, ranked #64.

One Charles Private Wealth Services first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • One Charles Private Wealth Services held 1,693 shares of Vanguard S&P 500 ETF worth $1.16M as of Q2 2026.
  • One Charles Private Wealth Services bought 82 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $54.7K.
  • Vanguard S&P 500 ETF made up 0.27% of One Charles Private Wealth Services's portfolio in Q2 2026, its #64 holding.
  • One Charles Private Wealth Services first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.