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

Smith Salley 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 Q2	$2.01M	Buy	2,930 +42	+1%	+$28K	0.09%	122
2026 Q1	$1.73M	Sell	2,888 -314	-10%	-$196K	0.09%	130
2025 Q4	$2.01M	Buy	3,202 +158	+5%	+$98.2K	0.1%	124
2025 Q3	$1.86M	Buy	3,044 +210	+7%	+$124K	0.1%	125
2025 Q2	$1.61M	Buy	2,834 +193	+7%	+$101K	0.09%	125
2025 Q1	$1.36M	Buy	2,641 +994	+60%	+$537K	0.09%	123
2024 Q4	$888K	Sell	1,647 -42	-2%	-$22.7K	0.06%	148
2024 Q3	$891K	Buy	1,689 +438	+35%	+$223K	0.06%	148
2024 Q2	$626K	Buy	1,251 +82	+7%	+$39.5K	0.04%	157
2024 Q1	$562K	Buy	1,169 +237	+25%	+$108K	0.04%	158
2023 Q4	$407K	Hold	932	–	–	0.03%	195
2023 Q3	$366K	Buy	+932	New	+$381K	0.03%	189
2022 Q2	–	Sell	-1,247	Closed	-$518K	–	247
2022 Q1	$518K	Buy	1,247 +14	+1%	+$5.73K	0.04%	177
2021 Q4	$538K	Hold	1,233	–	–	0.04%	182
2021 Q3	$486K	Buy	1,233 +160	+15%	+$64.9K	0.04%	187
2021 Q2	$423K	Hold	1,073	–	–	0.03%	192
2021 Q1	$391K	Buy	+1,073	New	+$381K	0.04%	189

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

Smith Salley Wealth Management's VOO Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 1.5% in Q2 2026, buying an estimated $28K and bringing the position to 2,930 shares worth $2.01M. The position accounts for 0.09% of the portfolio, ranked #122.

Smith Salley Wealth Management first reported a position in VOO in Q1 2021 and has held it in 17 quarters since. 4,014 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Smith Salley Wealth Management held 2,930 shares of Vanguard S&P 500 ETF worth $2.01M as of Q2 2026.
Smith Salley Wealth Management bought 42 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $28K.
Vanguard S&P 500 ETF made up 0.09% of Smith Salley Wealth Management's portfolio in Q2 2026, its #122 holding.
Smith Salley Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 17 quarters since.
4,014 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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