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One Wealth Management Investment & Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

One Wealth Management Investment & Advisory 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
Q1 		– Sell
-352
Closed -$221K – 55
2025
Q4 		$221K Buy
+352
New +$219K 0.24% 46

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $13.5B AUM 15.15% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's VOO Position: Q1 2026 in Review

One Wealth Management Investment & Advisory Services sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 352 shares — an estimated $221K sold.

One Wealth Management Investment & Advisory Services first reported a position in VOO in Q4 2025 and held it in 1 quarter. The position peaked at $221K in Q4 2025. 3,842 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • One Wealth Management Investment & Advisory Services reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 352 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $221K.
  • One Wealth Management Investment & Advisory Services first reported a position in Vanguard S&P 500 ETF in Q4 2025 and held it in 1 quarter.
  • One Wealth Management Investment & Advisory Services's Vanguard S&P 500 ETF position peaked at $221K in Q4 2025.
  • 3,842 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q1 2026, filed 13 Jul 2026.