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

SMART 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
Q1 		$8.14M Buy
13,618
+219
+2% +$137K 2.38% 3
2025
Q4 		$8.4M Buy
13,399
+2,072
+18% +$1.29M 2.56% 4
2025
Q3 		$6.94M Buy
11,327
+3,577
+46% +$2.11M 2.62% 5
2025
Q2 		$4.4M Sell
7,750
-1,859
-19% -$977K 1.38% 25
2025
Q1 		$4.94M Sell
9,609
-6,684
-41% -$3.61M 1.77% 13
2024
Q4 		$8.78M Buy
16,293
+6,996
+75% +$3.79M 3.12% 5
2024
Q3 		$4.91M Sell
9,297
-2,496
-21% -$1.27M 1.92% 16
2024
Q2 		$5.9M Sell
11,793
-414
-3% -$199K 2.39% 12
2024
Q1 		$5.87M Buy
12,207
+9,698
+387% +$4.44M 2.64% 13
2023
Q4 		$1.1M Buy
2,509
+1,563
+165% +$640K 0.6% 34
2023
Q3 		$371K Buy
946
+5
+0.5% +$2.04K 0.28% 52
2023
Q2 		$383K Sell
941
-42
-4% -$16.2K 0.29% 57
2023
Q1 		$370K Sell
983
-232
-19% -$85.1K 0.33% 53
2022
Q4 		$427K Buy
+1,215
New +$429K 0.32% 55

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

SMART Wealth's VOO Position: Q1 2026 in Review

SMART Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 1.6% in Q1 2026, buying an estimated $137K and bringing the position to 13,618 shares worth $8.14M. The position accounts for 2.38% of the portfolio, ranked #3.

SMART Wealth first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.78M in Q4 2024. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • SMART Wealth held 13,618 shares of Vanguard S&P 500 ETF worth $8.14M as of Q1 2026.
  • SMART Wealth bought 219 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $137K.
  • Vanguard S&P 500 ETF made up 2.38% of SMART Wealth's portfolio in Q1 2026, its #3 holding.
  • SMART Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • SMART Wealth's Vanguard S&P 500 ETF position peaked at $8.78M in Q4 2024.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.