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Secure Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Secure Asset 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
Q2 		$20.6M Buy
29,953
+744
+3% +$496K 2.88% 4
2026
Q1 		$17.5M Sell
29,209
-4,701
-14% -$2.94M 2.76% 3
2025
Q4 		$21.3M Sell
33,910
-4,540
-12% -$2.82M 3.33% 3
2025
Q3 		$23.6M Sell
38,450
-3,735
-9% -$2.2M 3.89% 3
2025
Q2 		$24M Buy
42,185
+5,815
+16% +$3.06M 4.42% 2
2025
Q1 		$18.7M Sell
36,370
-89,751
-71% -$48.5M 3.75% 2
2024
Q4 		$68M Buy
126,121
+134
+0.1% +$72.6K 10.31% 1
2024
Q3 		$66.5M Buy
125,987
+4,069
+3% +$2.07M 11.2% 1
2024
Q2 		$61M Buy
121,918
+11,804
+11% +$5.68M 11.54% 1
2024
Q1 		$52.9M Buy
110,114
+11,059
+11% +$5.06M 12.45% 1
2023
Q4 		$43.3M Buy
99,055
+25,273
+34% +$10.3M 11.63% 1
2023
Q3 		$29M Buy
73,782
+59,280
+409% +$24.2M 8.67% 2
2023
Q2 		$5.91M Buy
14,502
+806
+6% +$311K 1.8% 7
2023
Q1 		$5.15M Sell
13,696
-459
-3% -$168K 1.72% 7
2022
Q4 		$4.97M Sell
14,155
-2,182
-13% -$771K 1.79% 6
2022
Q3 		$5.36M Buy
16,337
+43
+0.3% +$15.7K 3% 5
2022
Q2 		$5.65M Buy
16,294
+358
+2% +$135K 3.13% 4
2022
Q1 		$6.62M Sell
15,936
-27,950
-64% -$11.4M 2.98% 5
2021
Q4 		$19.2M Buy
43,886
+3,161
+8% +$1.33M 7.76% 3
2021
Q3 		$16.1M Buy
40,725
+4,923
+14% +$2M 7.93% 3
2021
Q2 		$14.1M Buy
35,802
+2,496
+7% +$958K 7.15% 3
2021
Q1 		$12.1M Buy
33,306
+7,297
+28% +$2.59M 6.75% 2
2020
Q4 		$8.94M Buy
26,009
+3,937
+18% +$1.28M 5.26% 3
2020
Q3 		$6.79M Buy
22,072
+9,946
+82% +$3.03M 4.65% 3
2020
Q2 		$3.44M Buy
12,126
+592
+5% +$159K 2.42% 7
2020
Q1 		$2.73M Buy
11,534
+667
+6% +$187K 2.94% 7
2019
Q4 		$3.21M Buy
+10,867
New +$3.07M 2.27% 11

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Secure Asset Management's VOO Position: Q2 2026 in Review

Secure Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 2.5% in Q2 2026, buying an estimated $496K and bringing the position to 29,953 shares worth $20.6M. The position accounts for 2.88% of the portfolio, ranked #4.

Secure Asset Management first reported a position in VOO in Q4 2019 and has held it in 27 quarters since. The position peaked at $68M in Q4 2024. 2,198 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Secure Asset Management held 29,953 shares of Vanguard S&P 500 ETF worth $20.6M as of Q2 2026.
  • Secure Asset Management bought 744 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $496K.
  • Vanguard S&P 500 ETF made up 2.88% of Secure Asset Management's portfolio in Q2 2026, its #4 holding.
  • Secure Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • Secure Asset Management's Vanguard S&P 500 ETF position peaked at $68M in Q4 2024.
  • 2,198 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.