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

SFG 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 		$1.19M Sell
1,729
-215
-11% -$143K 0.43% 39
2026
Q1 		$1.16M Sell
1,944
-21
-1% -$13.1K 0.48% 37
2025
Q4 		$1.23M Sell
1,965
-63
-3% -$39.2K 0.48% 40
2025
Q3 		$1.24M Sell
2,028
-10
-0.5% -$5.89K 0.54% 39
2025
Q2 		$1.16M Sell
2,038
-67
-3% -$35.2K 0.7% 24
2025
Q1 		$1.08M Sell
2,105
-216
-9% -$117K 0.53% 39
2024
Q4 		$1.25M Sell
2,321
-86
-4% -$46.6K 0.66% 25
2024
Q3 		$1.27M Buy
2,407
+110
+5% +$55.9K 0.67% 27
2024
Q2 		$1.15M Sell
2,297
-164
-7% -$78.9K 0.65% 29
2024
Q1 		$1.18M Sell
2,461
-85
-3% -$38.9K 0.7% 24
2023
Q4 		$1.11M Buy
2,546
+26
+1% +$10.6K 0.74% 26
2023
Q3 		$989K Sell
2,520
-182
-7% -$74.4K 0.79% 25
2023
Q2 		$1.1M Sell
2,702
-248
-8% -$95.7K 0.92% 23
2023
Q1 		$1.11M Sell
2,950
-3,425
-54% -$1.26M 1.23% 17
2022
Q4 		$2.24M Sell
6,375
-255
-4% -$90.1K 2.77% 5
2022
Q3 		$2.18M Sell
6,630
-100
-1% -$36.5K 2.94% 7
2022
Q2 		$2.33M Hold
6,730
– – 2.72% 10
2022
Q1 		$2.79M Sell
6,730
-317
-4% -$130K 2.62% 11
2021
Q4 		$3.08M Buy
+7,047
New +$2.97M 2.74% 8

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
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
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

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

SFG Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 11% in Q2 2026, selling an estimated $143K and leaving 1,729 shares worth $1.19M. The position accounts for 0.43% of the portfolio, ranked #39.

SFG Wealth Management first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.08M in Q4 2021. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • SFG Wealth Management held 1,729 shares of Vanguard S&P 500 ETF worth $1.19M as of Q2 2026.
  • SFG Wealth Management sold 215 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $143K.
  • Vanguard S&P 500 ETF made up 0.43% of SFG Wealth Management's portfolio in Q2 2026, its #39 holding.
  • SFG Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • SFG Wealth Management's Vanguard S&P 500 ETF position peaked at $3.08M in Q4 2021.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.