Shared Vision Wealth Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Shared Vision Wealth Group’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 Q1	$414K	Hold	693	–	–	0.17%	70
2025 Q4	$442K	Hold	693	–	–	0.18%	66
2025 Q3	$425K	Hold	693	–	–	0.18%	64
2025 Q2	$403K	Hold	693	–	–	0.2%	55
2025 Q1	$356K	Hold	693	–	–	0.19%	57
2024 Q4	$373K	Buy	693 +18	+3%	+$9.75K	0.2%	53
2024 Q3	$356K	Hold	675	–	–	0.19%	56
2024 Q2	$338K	Hold	675	–	–	0.2%	56
2024 Q1	$324K	Hold	675	–	–	0.2%	56
2023 Q4	$295K	Buy	+675	New	+$276K	0.2%	57

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Shared Vision Wealth Group's VOO Position: Q1 2026 in Review

Shared Vision Wealth Group held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 693 shares worth $414K. The position accounts for 0.17% of the portfolio, ranked #70.

Shared Vision Wealth Group first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $442K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Shared Vision Wealth Group held 693 shares of Vanguard S&P 500 ETF worth $414K as of Q1 2026.
Shared Vision Wealth Group left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 0.17% of Shared Vision Wealth Group's portfolio in Q1 2026, its #70 holding.
Shared Vision Wealth Group first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Shared Vision Wealth Group's Vanguard S&P 500 ETF position peaked at $442K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.