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

One 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	$1.2M	Buy	1,741 +5	+0.3%	+$3.33K	0.13%	93
2026 Q1	$1.04M	Hold	1,736	–	–	0.13%	93
2025 Q4	$1.09M	Buy	1,736 +998	+135%	+$620K	0.13%	88
2025 Q3	$452K	Buy	738 +114	+18%	+$67.2K	0.06%	180
2025 Q2	$354K	Buy	624 +13	+2%	+$6.83K	0.05%	201
2025 Q1	$314K	Sell	611 -191	-24%	-$103K	0.05%	205
2024 Q4	$432K	Sell	802 -42	-5%	-$22.7K	0.06%	137
2024 Q3	$447K	Sell	844 -113	-12%	-$57.4K	0.07%	147
2024 Q2	$469K	Buy	957 +153	+19%	+$73.6K	0.1%	104
2024 Q1	$386K	Sell	804 -10	-1%	-$4.58K	0.07%	155
2023 Q4	$356K	Buy	814 +235	+41%	+$96.2K	0.07%	137
2023 Q3	$227K	Sell	579 -11	-2%	-$4.5K	0.05%	168
2023 Q2	$240K	Buy	590 +21	+4%	+$8.1K	0.05%	178
2023 Q1	$214K	Hold	569	–	–	0.05%	183
2022 Q4	$200K	Buy	+569	New	+$201K	0.05%	191
2018 Q4	–	Sell	-60	Closed	-$16K	–	458
2018 Q3	$16K	Buy	+60	New	+$15.7K	0.01%	335
2018 Q1	–	Sell	-307	Closed	-$75K	–	582
2017 Q4	$75K	Buy	+307	New	+$73.4K	0.06%	238

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

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

One Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.29% in Q2 2026, buying an estimated $3.33K and bringing the position to 1,741 shares worth $1.2M. The position accounts for 0.13% of the portfolio, ranked #93.

One Wealth Advisors first reported a position in VOO in Q4 2017 and has held it in 17 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

One Wealth Advisors held 1,741 shares of Vanguard S&P 500 ETF worth $1.2M as of Q2 2026.
One Wealth Advisors bought 5 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.33K.
Vanguard S&P 500 ETF made up 0.13% of One Wealth Advisors's portfolio in Q2 2026, its #93 holding.
One Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 17 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.