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

Simplicity Wealth’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	$70.6M	Buy	102,799 +6,008	+6%	+$4.01M	2.38%	3
2026 Q1	$57.8M	Buy	96,791 +1,742	+2%	+$1.09M	3.28%	2
2025 Q4	$59.6M	Sell	95,049 -6,793	-7%	-$4.22M	3.55%	2
2025 Q3	$62.4M	Sell	101,842 -19,079	-16%	-$11.2M	3.61%	2
2025 Q2	$68.7M	Buy	120,921 +27,385	+29%	+$14.4M	2.86%	3
2025 Q1	$48.1M	Buy	93,536 +13,160	+16%	+$7.11M	3.74%	2
2024 Q4	$43.3M	Sell	80,376 -895	-1%	-$485K	9.03%	1
2024 Q3	$42.9M	Sell	81,271 -29,715	-27%	-$15.1M	3.97%	3
2024 Q2	$55.5M	Sell	110,986 -24,839	-18%	-$12M	1.25%	14
2024 Q1	$65.3M	Buy	135,825 +128,746	+1,819%	+$58.9M	1.56%	10
2023 Q4	$3.09M	Buy	7,079 +2,467	+53%	+$1.01M	1.2%	20
2023 Q3	$1.81M	Buy	4,612 +537	+13%	+$220K	1.06%	24
2023 Q2	$1.66M	Buy	4,075 +11	+0.3%	+$4.24K	1.03%	21
2023 Q1	$1.53M	Sell	4,064 -2,274	-36%	-$834K	1.02%	22
2022 Q4	$2.23M	Buy	6,338 +5,135	+427%	+$1.81M	1.97%	16
2022 Q3	$395K	Buy	+1,203	New	+$439K	0.53%	49

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Simplicity Wealth's VOO Position: Q2 2026 in Review

Simplicity Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 6.2% in Q2 2026, buying an estimated $4.01M and bringing the position to 102,799 shares worth $70.6M. The position accounts for 2.38% of the portfolio, ranked #3.

Simplicity Wealth first reported a position in VOO in Q3 2022 and has held it in 16 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Simplicity Wealth held 102,799 shares of Vanguard S&P 500 ETF worth $70.6M as of Q2 2026.
Simplicity Wealth bought 6,008 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4.01M.
Vanguard S&P 500 ETF made up 2.38% of Simplicity Wealth's portfolio in Q2 2026, its #3 holding.
Simplicity Wealth first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.