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

Segment 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 Q2	$4.15M	Buy	6,038 +205	+4%	+$137K	0.22%	88
2026 Q1	$3.49M	Buy	5,833 +55	+1%	+$34.4K	0.2%	88
2025 Q4	$3.62M	Buy	5,778 +1,735	+43%	+$1.08M	0.21%	87
2025 Q3	$2.48M	Buy	4,043 +188	+5%	+$111K	0.15%	97
2025 Q2	$2.19M	Hold	3,855	–	–	0.14%	102
2025 Q1	$1.98M	Hold	3,855	–	–	0.13%	99
2024 Q4	$2.08M	Hold	3,855	–	–	0.14%	95
2024 Q3	$2.03M	Hold	3,855	–	–	0.14%	97
2024 Q2	$1.93M	Hold	3,855	–	–	0.14%	101
2024 Q1	$1.85M	Hold	3,855	–	–	0.14%	102
2023 Q4	$1.68M	Buy	3,855 +1,677	+77%	+$687K	0.15%	100
2023 Q3	$855K	Hold	2,178	–	–	0.09%	129
2023 Q2	$887K	Sell	2,178 -93	-4%	-$35.9K	0.09%	122
2023 Q1	$854K	Buy	2,271 +93	+4%	+$34.1K	0.1%	114
2022 Q4	$765K	Sell	2,178 -141	-6%	-$49.8K	0.09%	119
2022 Q3	$761K	Hold	2,319	–	–	0.1%	115
2022 Q2	$804K	Sell	2,319 -17	-0.7%	-$6.4K	0.1%	109
2022 Q1	$970K	Sell	2,336 -7	-0.3%	-$2.87K	0.1%	120
2021 Q4	$1.02M	Sell	2,343 -22	-0.9%	-$9.29K	0.11%	119
2021 Q3	$933K	Sell	2,365 -1,600	-40%	-$649K	0.11%	122
2021 Q2	$1.56M	Sell	3,965 -76	-2%	-$29.2K	0.19%	96
2021 Q1	$1.47M	Buy	4,041 +302	+8%	+$107K	0.2%	95
2020 Q4	$1.28M	Buy	3,739 +578	+18%	+$188K	0.19%	96
2020 Q3	$972K	Buy	3,161 +1,484	+88%	+$452K	0.16%	102
2020 Q2	$475K	Sell	1,677 -143	-8%	-$38.5K	0.09%	134
2020 Q1	$431K	Buy	1,820 +32	+2%	+$8.97K	0.1%	124
2019 Q4	$529K	Sell	1,788 -19	-1%	-$5.37K	0.09%	143
2019 Q3	$492K	Buy	1,807 +12	+0.7%	+$3.26K	0.1%	130
2019 Q2	$483K	Sell	1,795 -105	-6%	-$27.8K	0.1%	126
2019 Q1	$493K	Hold	1,900	–	–	0.1%	128
2018 Q4	$437K	Buy	1,900 +246	+15%	+$60.9K	0.11%	124
2018 Q3	$442K	Hold	1,654	–	–	0.1%	137
2018 Q2	$413K	Hold	1,654	–	–	0.1%	136
2018 Q1	$400K	Hold	1,654	–	–	0.1%	131
2017 Q4	$406K	Hold	1,654	–	–	0.1%	141
2017 Q3	$382K	Hold	1,654	–	–	0.1%	137
2017 Q2	$367K	Buy	+1,654	New	+$364K	0.1%	142

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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 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

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Segment Wealth Management's VOO Position: Q2 2026 in Review

Segment Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 3.5% in Q2 2026, buying an estimated $137K and bringing the position to 6,038 shares worth $4.15M. The position accounts for 0.22% of the portfolio, ranked #88.

Segment Wealth Management first reported a position in VOO in Q2 2017 and has held it in 37 quarters since. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Segment Wealth Management held 6,038 shares of Vanguard S&P 500 ETF worth $4.15M as of Q2 2026.
Segment Wealth Management bought 205 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $137K.
Vanguard S&P 500 ETF made up 0.22% of Segment Wealth Management's portfolio in Q2 2026, its #88 holding.
Segment Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2017 and has held it in 37 quarters since.
1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.