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 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

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 Salley Wealth Management's VOO Position: Q1 2026 in Review

Smith Salley Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 9.8% in Q1 2026, selling an estimated $196K and leaving 2,888 shares worth $1.73M. The position accounts for 0.09% of the portfolio, ranked #130.

Smith Salley Wealth Management first reported a position in VOO in Q1 2021 and has held it in 16 quarters since. The position peaked at $2.01M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Smith Salley Wealth Management held 2,888 shares of Vanguard S&P 500 ETF worth $1.73M as of Q1 2026.
Smith Salley Wealth Management sold 314 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $196K.
Vanguard S&P 500 ETF made up 0.09% of Smith Salley Wealth Management's portfolio in Q1 2026, its #130 holding.
Smith Salley Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 16 quarters since.
Smith Salley Wealth Management's Vanguard S&P 500 ETF position peaked at $2.01M in Q4 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.