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

SpringVest 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	$591K	Buy	989 +52	+6%	+$32.5K	0.4%	37
2025 Q4	$588K	Buy	937 +83	+10%	+$51.6K	0.41%	33
2025 Q3	$523K	Buy	854 +4	+0.5%	+$2.36K	0.38%	42
2025 Q2	$484K	Buy	850 +78	+10%	+$41K	0.39%	41
2025 Q1	$397K	Buy	772 +9	+1%	+$4.87K	0.33%	44
2024 Q4	$411K	Buy	+763	New	+$413K	0.35%	40

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

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

SpringVest Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 5.5% in Q1 2026, buying an estimated $32.5K and bringing the position to 989 shares worth $591K. The position accounts for 0.4% of the portfolio, ranked #37.

SpringVest Wealth Management first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

SpringVest Wealth Management held 989 shares of Vanguard S&P 500 ETF worth $591K as of Q1 2026.
SpringVest Wealth Management bought 52 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $32.5K.
Vanguard S&P 500 ETF made up 0.4% of SpringVest Wealth Management's portfolio in Q1 2026, its #37 holding.
SpringVest Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on SpringVest Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.