Schwarz Dygos Wheeler Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Schwarz Dygos Wheeler Investment 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	$1.41M	Buy	2,060 +429	+26%	+$286K	0.27%	61
2026 Q1	$975K	Sell	1,631 -9	-0.5%	-$5.63K	0.2%	74
2025 Q4	$1.03M	Hold	1,640	–	–	0.21%	72
2025 Q3	$1M	Buy	1,640 +148	+10%	+$87.2K	0.21%	76
2025 Q2	$848K	Buy	1,492 +582	+64%	+$306K	0.19%	83
2025 Q1	$468K	Sell	910 -185	-17%	-$100K	0.11%	107
2024 Q4	$590K	Buy	1,095 +694	+173%	+$376K	0.14%	98
2024 Q3	$212K	Sell	401 -1	-0.2%	-$508	0.05%	148
2024 Q2	$201K	Sell	402 -304	-43%	-$146K	0.05%	144
2024 Q1	$339K	Buy	+706	New	+$323K	0.09%	114
2020 Q1	–	Sell	-5,000	Closed	-$1.48M	–	89
2019 Q4	$1.48M	Hold	5,000	–	–	1.01%	26
2019 Q3	$1.36M	Hold	5,000	–	–	1.08%	24
2019 Q2	$1.35M	Sell	5,000 -5,000	-50%	-$1.32M	1.11%	25
2019 Q1	$2.6M	Buy	+10,000	New	+$2.5M	2.23%	11

Other funds holding VOO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's VOO Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 26% in Q2 2026, buying an estimated $286K and bringing the position to 2,060 shares worth $1.41M. The position accounts for 0.27% of the portfolio, ranked #61.

Schwarz Dygos Wheeler Investment Advisors first reported a position in VOO in Q1 2019 and has held it in 14 quarters since. The position peaked at $2.6M in Q1 2019. 2,788 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 2,060 shares of Vanguard S&P 500 ETF worth $1.41M as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors bought 429 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $286K.
Vanguard S&P 500 ETF made up 0.27% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #61 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 14 quarters since.
Schwarz Dygos Wheeler Investment Advisors's Vanguard S&P 500 ETF position peaked at $2.6M in Q1 2019.
2,788 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.