Spectrum Wealth Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Spectrum Wealth Advisory 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 Q2	$1.49M	Buy	2,167 +34	+2%	+$22.7K	0.42%	29
2026 Q1	$1.27M	Sell	2,133 -533	-20%	-$333K	0.47%	30
2025 Q4	$1.67M	Buy	2,666 +860	+48%	+$534K	0.61%	26
2025 Q3	$1.11M	Sell	1,806 -9	-0.5%	-$5.3K	0.46%	28
2025 Q2	$1.03M	Buy	+1,815	New	+$954K	0.48%	24

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

Spectrum Wealth Advisory Group's VOO Position: Q2 2026 in Review

Spectrum Wealth Advisory Group increased its Vanguard S&P 500 ETF (VOO) stake by 1.6% in Q2 2026, buying an estimated $22.7K and bringing the position to 2,167 shares worth $1.49M. The position accounts for 0.42% of the portfolio, ranked #29.

Spectrum Wealth Advisory Group first reported a position in VOO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.67M in Q4 2025. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Spectrum Wealth Advisory Group held 2,167 shares of Vanguard S&P 500 ETF worth $1.49M as of Q2 2026.
Spectrum Wealth Advisory Group bought 34 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $22.7K.
Vanguard S&P 500 ETF made up 0.42% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #29 holding.
Spectrum Wealth Advisory Group first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
Spectrum Wealth Advisory Group's Vanguard S&P 500 ETF position peaked at $1.67M in Q4 2025.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.