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Sound View Wealth Advisors Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Sound View Wealth Advisors Group’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 		$23.2M Sell
38,779
-160
-0.4% -$100K 1.58% 12
2025
Q4 		$24.4M Buy
38,939
+258
+0.7% +$160K 1.64% 12
2025
Q3 		$23.7M Buy
38,681
+85
+0.2% +$50.1K 1.63% 12
2025
Q2 		$21.9M Sell
38,596
-260
-0.7% -$137K 1.62% 12
2025
Q1 		$20M Sell
38,856
-810
-2% -$438K 1.64% 11
2024
Q4 		$21.4M Buy
39,666
+953
+2% +$516K 1.72% 12
2024
Q3 		$20.4M Buy
38,713
+6,283
+19% +$3.19M 1.67% 13
2024
Q2 		$16.2M Buy
32,430
+2,735
+9% +$1.32M 1.67% 11
2024
Q1 		$14.3M Sell
29,695
-2,184
-7% -$1,000K 1.52% 14
2023
Q4 		$13.9M Buy
31,879
+2,606
+9% +$1.07M 1.54% 12
2023
Q3 		$11.5M Buy
29,273
+2,697
+10% +$1.1M 1.43% 15
2023
Q2 		$10.8M Buy
26,576
+410
+2% +$158K 1.42% 14
2023
Q1 		$9.84M Sell
26,166
-5,713
-18% -$2.1M 1.35% 13
2022
Q4 		$13.9M Buy
31,879
+17,615
+123% +$6.22M 1.54% 12
2022
Q3 		$4.68M Buy
14,264
+132
+0.9% +$48.2K 1.05% 27
2022
Q2 		$4.9M Buy
14,132
+359
+3% +$135K 1.03% 29
2022
Q1 		$5.72M Buy
13,773
+607
+5% +$248K 1.09% 24
2021
Q4 		$5.75M Buy
13,166
+2,614
+25% +$1.1M 1.09% 22
2021
Q3 		$4.16M Buy
10,552
+532
+5% +$216K 0.87% 36
2021
Q2 		$3.94M Buy
10,020
+664
+7% +$255K 0.83% 38
2021
Q1 		$3.41M Sell
9,356
-83
-0.9% -$29.4K 0.79% 38
2020
Q4 		$3.24M Buy
9,439
+608
+7% +$198K 0.79% 37
2020
Q3 		$2.72M Buy
8,831
+115
+1% +$35K 0.72% 40
2020
Q2 		$2.47M Buy
8,716
+916
+12% +$247K 0.7% 45
2020
Q1 		$1.85M Sell
7,800
-481
-6% -$135K 0.64% 51
2019
Q4 		$2.45M Buy
8,281
+2,161
+35% +$611K 0.69% 47
2019
Q3 		$1.67M Buy
6,120
+479
+8% +$130K 0.5% 64
2019
Q2 		$1.52M Buy
+5,641
New +$1.49M 0.45% 67

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

Sound View Wealth Advisors Group's VOO Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Vanguard S&P 500 ETF (VOO) stake by 0.41% in Q1 2026, selling an estimated $100K and leaving 38,779 shares worth $23.2M. The position accounts for 1.58% of the portfolio, ranked #12.

Sound View Wealth Advisors Group first reported a position in VOO in Q2 2019 and has held it in 28 quarters since. The position peaked at $24.4M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Sound View Wealth Advisors Group held 38,779 shares of Vanguard S&P 500 ETF worth $23.2M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 160 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $100K.
  • Vanguard S&P 500 ETF made up 1.58% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #12 holding.
  • Sound View Wealth Advisors Group first reported a position in Vanguard S&P 500 ETF in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Vanguard S&P 500 ETF position peaked at $24.4M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.