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

Schrum Private 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	$4.57M	Buy	7,641 +200	+3%	+$125K	3.48%	4
2025 Q4	$4.67M	Buy	7,441 +295	+4%	+$183K	3.45%	4
2025 Q3	$4.38M	Buy	7,146 +125	+2%	+$73.7K	3.21%	4
2025 Q2	$3.99M	Buy	7,021 +1,099	+19%	+$578K	3.2%	4
2025 Q1	$3.04M	Buy	5,922 +292	+5%	+$158K	2.68%	4
2024 Q4	$3.03M	Sell	5,630 -3,030	-35%	-$1.64M	2.57%	5
2024 Q3	$4.57M	Buy	8,660 +4,429	+105%	+$2.25M	2.36%	6
2024 Q2	$2.12M	Buy	4,231 +1,044	+33%	+$502K	1.91%	7
2024 Q1	$1.53M	Buy	3,187 +186	+6%	+$85.1K	1.39%	17
2023 Q4	$1.31M	Buy	3,001 +769	+34%	+$315K	1.86%	12
2023 Q3	$877K	Buy	2,232 +12	+0.5%	+$4.91K	1%	29
2023 Q2	$904K	Buy	2,220 +417	+23%	+$161K	0.98%	29
2023 Q1	$678K	Buy	1,803 +47	+3%	+$17.2K	0.78%	36
2022 Q4	$617K	Buy	1,756 +21	+1%	+$7.42K	0.73%	38
2022 Q3	$570K	Sell	1,735 -97	-5%	-$35.4K	0.72%	38
2022 Q2	$636K	Sell	1,832 -136	-7%	-$51.2K	0.72%	37
2022 Q1	$754K	Sell	1,968 -58	-3%	-$23.7K	0.76%	39
2021 Q4	$884K	Buy	+2,026	New	+$855K	0.81%	34

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

Schrum Private Wealth Management's VOO Position: Q1 2026 in Review

Schrum Private Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 2.7% in Q1 2026, buying an estimated $125K and bringing the position to 7,641 shares worth $4.57M. The position accounts for 3.48% of the portfolio, ranked #4.

Schrum Private Wealth Management first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.67M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Schrum Private Wealth Management held 7,641 shares of Vanguard S&P 500 ETF worth $4.57M as of Q1 2026.
Schrum Private Wealth Management bought 200 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $125K.
Vanguard S&P 500 ETF made up 3.48% of Schrum Private Wealth Management's portfolio in Q1 2026, its #4 holding.
Schrum Private Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Schrum Private Wealth Management's Vanguard S&P 500 ETF position peaked at $4.67M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.