Smith & Howard Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Smith & Howard Wealth 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 Q1	$1.78M	Sell	2,973 -15	-0.5%	-$9.38K	0.38%	30
2025 Q4	$1.87M	Buy	2,988 +350	+13%	+$218K	0.42%	31
2025 Q3	$1.62M	Buy	2,638 +2,178	+473%	+$1.28M	0.37%	34
2025 Q2	$261K	Hold	460	–	–	0.07%	67
2025 Q1	$236K	Hold	460	–	–	0.06%	71
2024 Q4	$248K	Sell	460 -17	-4%	-$9.21K	0.07%	68
2024 Q3	$252K	Hold	477	–	–	0.07%	71
2024 Q2	$239K	Sell	477 -6	-1%	-$2.89K	0.07%	74
2024 Q1	$232K	Sell	483 -63	-12%	-$28.8K	0.07%	73
2023 Q4	$238K	Buy	+546	New	+$224K	0.08%	60

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Smith & Howard Wealth Management's VOO Position: Q1 2026 in Review

Smith & Howard Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.5% in Q1 2026, selling an estimated $9.38K and leaving 2,973 shares worth $1.78M. The position accounts for 0.38% of the portfolio, ranked #30.

Smith & Howard Wealth Management first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.87M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Smith & Howard Wealth Management held 2,973 shares of Vanguard S&P 500 ETF worth $1.78M as of Q1 2026.
Smith & Howard Wealth Management sold 15 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $9.38K.
Vanguard S&P 500 ETF made up 0.38% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #30 holding.
Smith & Howard Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Smith & Howard Wealth Management's Vanguard S&P 500 ETF position peaked at $1.87M in Q4 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.