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

SlateStone 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 		$1.17M Buy
1,698
+433
+34% +$289K 0.09% 154
2026
Q1 		$756K Buy
1,265
+61
+5% +$38.1K 0.06% 183
2025
Q4 		$755K Sell
1,204
-10
-0.8% -$6.21K 0.06% 186
2025
Q3 		$743K Sell
1,214
-904
-43% -$533K 0.06% 184
2025
Q2 		$1.2M Sell
2,118
-201
-9% -$106K 0.11% 141
2025
Q1 		$1.19M Buy
2,319
+1
+0% +$541 0.12% 136
2024
Q4 		$1.25M Buy
2,318
+46
+2% +$24.9K 0.12% 132
2024
Q3 		$1.2M Buy
2,272
+10
+0.4% +$5.08K 0.11% 138
2024
Q2 		$1.13M Hold
2,262
– – 0.12% 136
2024
Q1 		$1.09M Buy
2,262
+85
+4% +$38.9K 0.11% 139
2023
Q4 		$951K Buy
2,177
+327
+18% +$134K 0.12% 122
2023
Q3 		$727K Buy
1,850
+1
+0.1% +$409 0.11% 128
2023
Q2 		$753K Buy
1,849
+554
+43% +$214K 0.14% 105
2023
Q1 		$487K Sell
1,295
-270
-17% -$99K 0.1% 137
2022
Q4 		$550K Buy
1,565
+267
+21% +$94.3K 0.13% 109
2022
Q3 		$426K Buy
1,298
+5
+0.4% +$1.83K 0.11% 121
2022
Q2 		$449K Sell
1,293
-58
-4% -$21.9K 0.11% 116
2022
Q1 		$561K Buy
1,351
+111
+9% +$45.4K 0.13% 111
2021
Q4 		$541K Hold
1,240
– – 0.12% 115
2021
Q3 		$489K Sell
1,240
-20
-2% -$8.11K 0.11% 117
2021
Q2 		$496K Sell
1,260
-95
-7% -$36.5K 0.11% 117
2021
Q1 		$494K Hold
1,355
– – 0.12% 109
2020
Q4 		$466K Sell
1,355
-40,700
-97% -$13.3M 0.12% 122
2020
Q3 		$12.9M Sell
42,055
-2,085
-5% -$635K 2.79% 6
2020
Q2 		$12.5M Hold
44,140
– – 2.8% 6
2020
Q1 		$10.5M Hold
44,140
– – 2.97% 5
2019
Q4 		$13.1M Sell
44,140
-49
-0.1% -$13.9K 2.99% 4
2019
Q3 		$12M Sell
44,189
-321
-0.7% -$87.1K 3.52% 5
2019
Q2 		$12M Hold
44,510
– – 3.37% 5
2019
Q1 		$11.6M Hold
44,510
– – 3.55% 5
2018
Q4 		$10.2M Buy
+44,510
New +$11M 4.7% 4

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SlateStone Wealth's VOO Position: Q2 2026 in Review

SlateStone Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 34% in Q2 2026, buying an estimated $289K and bringing the position to 1,698 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #154.

SlateStone Wealth first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.1M in Q4 2019. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • SlateStone Wealth held 1,698 shares of Vanguard S&P 500 ETF worth $1.17M as of Q2 2026.
  • SlateStone Wealth bought 433 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $289K.
  • Vanguard S&P 500 ETF made up 0.09% of SlateStone Wealth's portfolio in Q2 2026, its #154 holding.
  • SlateStone Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • SlateStone Wealth's Vanguard S&P 500 ETF position peaked at $13.1M in Q4 2019.
  • 1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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