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

Portside Wealth 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 		$2.66M Buy
3,874
+40
+1% +$26.7K 0.31% 72
2026
Q1 		$2.29M Buy
3,834
+827
+28% +$517K 0.31% 77
2025
Q4 		$1.89M Buy
3,007
+62
+2% +$38.5K 0.25% 87
2025
Q3 		$1.8M Sell
2,945
-22
-0.7% -$13K 0.25% 97
2025
Q2 		$1.69M Buy
2,967
+108
+4% +$56.8K 0.25% 91
2025
Q1 		$1.47M Buy
2,859
+62
+2% +$33.5K 0.24% 99
2024
Q4 		$1.51M Buy
2,797
+464
+20% +$251K 0.25% 92
2024
Q3 		$1.23M Buy
2,333
+254
+12% +$129K 0.21% 108
2024
Q2 		$1.04M Sell
2,079
-283
-12% -$136K 0.2% 118
2024
Q1 		$1.14M Buy
2,362
+371
+19% +$170K 0.21% 117
2023
Q4 		$870K Buy
1,991
+29
+1% +$11.9K 0.16% 141
2023
Q3 		$771K Sell
1,962
-35
-2% -$14.3K 0.15% 144
2023
Q2 		$813K Buy
+1,997
New +$770K 0.15% 146

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

Portside Wealth Group's VOO Position: Q2 2026 in Review

Portside Wealth Group increased its Vanguard S&P 500 ETF (VOO) stake by 1% in Q2 2026, buying an estimated $26.7K and bringing the position to 3,874 shares worth $2.66M. The position accounts for 0.31% of the portfolio, ranked #72.

Portside Wealth Group first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Portside Wealth Group held 3,874 shares of Vanguard S&P 500 ETF worth $2.66M as of Q2 2026.
  • Portside Wealth Group bought 40 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $26.7K.
  • Vanguard S&P 500 ETF made up 0.31% of Portside Wealth Group's portfolio in Q2 2026, its #72 holding.
  • Portside Wealth Group first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.