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

Smallwood Wealth Investment 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 		$1.13M Sell
1,640
-27
-2% -$18K 0.49% 31
2026
Q1 		$996K Buy
1,667
+18
+1% +$11.3K 0.53% 30
2025
Q4 		$1.03M Sell
1,649
-560
-25% -$348K 0.54% 30
2025
Q3 		$1.35M Hold
2,209
– – 0.69% 27
2025
Q2 		$1.25M Hold
2,209
– – 0.72% 27
2025
Q1 		$1.14M Hold
2,209
– – 0.71% 26
2024
Q4 		$1.19M Hold
2,209
– – 0.81% 25
2024
Q3 		$1.17M Buy
2,209
+6
+0.3% +$3.05K 0.83% 24
2024
Q2 		$1.1M Hold
2,203
– – 0.85% 23
2024
Q1 		$1.06M Hold
2,203
– – 0.82% 24
2023
Q4 		$962K Buy
2,203
+65
+3% +$26.6K 0.8% 24
2023
Q3 		$840K Sell
2,138
-496
-19% -$203K 0.76% 27
2023
Q2 		$1.07M Buy
2,634
+299
+13% +$115K 0.96% 23
2023
Q1 		$878K Hold
2,335
– – 0.83% 25
2022
Q4 		$820K Sell
2,335
-130
-5% -$45.9K 0.69% 29
2022
Q3 		$809K Buy
2,465
+87
+4% +$31.8K 0.73% 30
2022
Q2 		$825K Hold
2,378
– – 0.84% 22
2022
Q1 		$987K Hold
2,378
– – 0.93% 19
2021
Q4 		$1.04M Buy
+2,378
New +$1M 0.97% 20

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

Smallwood Wealth Investment Management's VOO Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1.6% in Q2 2026, selling an estimated $18K and leaving 1,640 shares worth $1.13M. The position accounts for 0.49% of the portfolio, ranked #31.

Smallwood Wealth Investment Management first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.35M in Q3 2025. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Smallwood Wealth Investment Management held 1,640 shares of Vanguard S&P 500 ETF worth $1.13M as of Q2 2026.
  • Smallwood Wealth Investment Management sold 27 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $18K.
  • Vanguard S&P 500 ETF made up 0.49% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #31 holding.
  • Smallwood Wealth Investment Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • Smallwood Wealth Investment Management's Vanguard S&P 500 ETF position peaked at $1.35M in Q3 2025.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.