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

Opes Wealth Management’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	$1.03M	Sell	1,716 -31	-2%	-$19.4K	0.17%	71
2025 Q4	$1.1M	Sell	1,747 -96	-5%	-$59.7K	0.18%	71
2025 Q3	$1.13M	Hold	1,843	–	–	0.2%	67
2025 Q2	$1.05M	Buy	1,843 +549	+42%	+$289K	0.19%	66
2025 Q1	$665K	Sell	1,294 -30	-2%	-$16.2K	0.13%	77
2024 Q4	$714K	Buy	1,324 +215	+19%	+$116K	0.15%	70
2024 Q3	$585K	Buy	1,109 +50	+5%	+$25.4K	0.11%	74
2024 Q2	$530K	Hold	1,059	–	–	0.11%	80
2024 Q1	$509K	Sell	1,059 -60	-5%	-$27.5K	0.12%	83
2023 Q4	$489K	Sell	1,119 -204	-15%	-$83.5K	0.12%	81
2023 Q3	$520K	Sell	1,323 -20	-1%	-$8.18K	0.14%	77
2023 Q2	$547K	Buy	1,343 +410	+44%	+$158K	0.16%	78
2023 Q1	$351K	Buy	933 +1	+0.1%	+$367	0.11%	84
2022 Q4	$328K	Hold	932	–	–	0.12%	84
2022 Q3	$306K	Buy	932 +62	+7%	+$22.6K	0.12%	77
2022 Q2	$302K	Buy	+870	New	+$328K	0.12%	77

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Opes Wealth Management's VOO Position: Q1 2026 in Review

Opes Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1.8% in Q1 2026, selling an estimated $19.4K and leaving 1,716 shares worth $1.03M. The position accounts for 0.17% of the portfolio, ranked #71.

Opes Wealth Management first reported a position in VOO in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.13M in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Opes Wealth Management held 1,716 shares of Vanguard S&P 500 ETF worth $1.03M as of Q1 2026.
Opes Wealth Management sold 31 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $19.4K.
Vanguard S&P 500 ETF made up 0.17% of Opes Wealth Management's portfolio in Q1 2026, its #71 holding.
Opes Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
Opes Wealth Management's Vanguard S&P 500 ETF position peaked at $1.13M in Q3 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.