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

Signature Wealth Management 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 		$814K Sell
1,363
-13
-0.9% -$8.13K 0.31% 73
2025
Q4 		$863K Buy
1,376
+2
+0.1% +$1.24K 0.35% 67
2025
Q3 		$841K Buy
1,374
+74
+6% +$43.6K 0.33% 72
2025
Q2 		$738K Buy
1,300
+15
+1% +$7.88K 0.29% 75
2025
Q1 		$660K Buy
1,285
+31
+2% +$16.8K 0.26% 80
2024
Q4 		$676K Sell
1,254
-9
-0.7% -$4.88K 0.27% 80
2024
Q3 		$666K Buy
1,263
+381
+43% +$194K 0.27% 78
2024
Q2 		$441K Sell
882
-2
-0.2% -$962 0.19% 84
2024
Q1 		$402K Hold
884
– – 0.18% 85
2023
Q4 		$386K Buy
+884
New +$362K 0.18% 83
2023
Q2 		$310K Hold
760
– – 0.14% 85
2023
Q1 		$286K Hold
760
– – 0.14% 85
2022
Q4 		$267K Sell
760
-6
-0.8% -$2.12K 0.13% 84
2022
Q3 		$251K Buy
766
+84
+12% +$30.7K 0.13% 84
2022
Q2 		$237K Buy
682
+84
+14% +$31.6K 0.12% 85
2022
Q1 		$248K Hold
598
– – 0.11% 80
2021
Q4 		$261K Hold
598
– – 0.13% 76
2021
Q3 		$236K Buy
+598
New +$243K 0.13% 74
2018
Q4 		– Sell
-294
Closed -$71K – 290
2018
Q3 		$71K Buy
294
+143
+95% +$37.4K 0.05% 96
2018
Q2 		$38K Buy
151
+1
+0.7% +$248 0.03% 118
2018
Q1 		$36K Buy
150
+50
+50% +$12.5K 0.03% 116
2017
Q4 		$25K Buy
+100
New +$23.9K 0.02% 133

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Signature Wealth Management Group's VOO Position: Q1 2026 in Review

Signature Wealth Management Group reduced its Vanguard S&P 500 ETF (VOO) stake by 0.94% in Q1 2026, selling an estimated $8.13K and leaving 1,363 shares worth $814K. The position accounts for 0.31% of the portfolio, ranked #73.

Signature Wealth Management Group first reported a position in VOO in Q4 2017 and has held it in 22 quarters since. The position peaked at $863K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Signature Wealth Management Group held 1,363 shares of Vanguard S&P 500 ETF worth $814K as of Q1 2026.
  • Signature Wealth Management Group sold 13 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $8.13K.
  • Vanguard S&P 500 ETF made up 0.31% of Signature Wealth Management Group's portfolio in Q1 2026, its #73 holding.
  • Signature Wealth Management Group first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 22 quarters since.
  • Signature Wealth Management Group's Vanguard S&P 500 ETF position peaked at $863K in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.