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

Selective 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 		$75.1M Buy
109,970
+752
+0.7% +$501K 19.71% 2
2026
Q1 		$71.5M Sell
109,218
-9,498
-8% -$5.94M 21.17% 2
2025
Q4 		$75.6M Sell
118,716
-3,058
-3% -$1.9M 23.59% 2
2025
Q3 		$74.9M Sell
121,774
-1,349
-1% -$795K 24.11% 1
2025
Q2 		$70.6M Sell
123,123
-2,576
-2% -$1.35M 25.79% 1
2025
Q1 		$61.7M Sell
125,699
-4,278
-3% -$2.31M 26.83% 1
2024
Q4 		$69.6M Sell
129,977
-52
-0% -$28.2K 28.25% 1
2024
Q3 		$68.5M Sell
130,029
-3,521
-3% -$1.79M 28.45% 1
2024
Q2 		$68.2M Sell
133,550
-1,437
-1% -$691K 30.05% 1
2024
Q1 		$63.8M Buy
134,987
+4,045
+3% +$1.85M 27.72% 1
2023
Q4 		$56.2M Buy
130,942
+6,721
+5% +$2.75M 28.32% 1
2023
Q3 		$48.5M Sell
124,221
-639
-0.5% -$261K 26.63% 1
2023
Q2 		$50.4M Buy
+124,860
New +$48.2M 25.16% 1
2022
Q4 		$37.6M Buy
103,307
+27,060
+35% +$9.56M 19.84% 1
2022
Q3 		$25M Buy
76,247
+8,527
+13% +$3.11M 10.73% 1
2022
Q2 		$23.5M Buy
67,720
+56,724
+516% +$21.4M 8.36% 1
2022
Q1 		$4.57M Sell
10,996
-643
-6% -$263K 1.65% 19
2021
Q4 		$5.08M Buy
11,639
+4,699
+68% +$1.98M 2.07% 17
2021
Q3 		$2.74M Buy
6,940
+2,500
+56% +$1.01M 1.45% 16
2021
Q2 		$1.75M Hold
4,440
– – 1.39% 17
2021
Q1 		$1.62M Sell
4,440
-853
-16% -$302K 1.47% 19
2020
Q4 		$1.82M Hold
5,293
– – 1.17% 20
2020
Q3 		$1.63M Buy
5,293
+4,650
+723% +$1.42M 1.28% 19
2020
Q2 		$182K Buy
+643
New +$173K 0.15% 52
2019
Q4 		– Sell
-30
Closed -$8K – 347
2019
Q3 		$8K Buy
+30
New +$8.14K 0.01% 186

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

Selective Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.69% in Q2 2026, buying an estimated $501K and bringing the position to 109,970 shares worth $75.1M. The position accounts for 19.71% of the portfolio, ranked #2.

Selective Wealth Management first reported a position in VOO in Q3 2019 and has held it in 25 quarters since. The position peaked at $75.6M in Q4 2025. 1,975 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Selective Wealth Management held 109,970 shares of Vanguard S&P 500 ETF worth $75.1M as of Q2 2026.
  • Selective Wealth Management bought 752 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $501K.
  • Vanguard S&P 500 ETF made up 19.71% of Selective Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Selective Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2019 and has held it in 25 quarters since.
  • Selective Wealth Management's Vanguard S&P 500 ETF position peaked at $75.6M in Q4 2025.
  • 1,975 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.