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

SteelPeak Wealth’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 		$12.1M Buy
17,690
+4,878
+38% +$3.25M 0.31% 71
2026
Q1 		$7.66M Buy
12,812
+572
+5% +$358K 0.23% 91
2025
Q4 		$7.68M Sell
12,240
-5,788
-32% -$3.6M 0.25% 78
2025
Q3 		$11.1M Buy
18,028
+11,861
+192% +$6.99M 0.37% 64
2025
Q2 		$3.51M Buy
6,167
+543
+10% +$285K 0.14% 122
2025
Q1 		$2.89M Sell
5,624
-12,208
-68% -$6.6M 0.12% 137
2024
Q4 		$9.61M Buy
17,832
+12,820
+256% +$6.94M 0.39% 56
2024
Q3 		$2.65M Sell
5,012
-10,266
-67% -$5.22M 0.12% 137
2024
Q2 		$7.67M Buy
15,278
+3,956
+35% +$1.9M 0.36% 63
2024
Q1 		$5.44M Sell
11,322
-3,814
-25% -$1.75M 0.27% 73
2023
Q4 		$6.61M Buy
15,136
+10,188
+206% +$4.17M 0.38% 72
2023
Q3 		$1.95M Sell
4,948
-26,193
-84% -$10.7M 0.12% 128
2023
Q2 		$12.7M Buy
31,141
+25,860
+490% +$9.98M 0.75% 36
2023
Q1 		$1.99M Sell
5,281
-5,555
-51% -$2.04M 0.13% 110
2022
Q4 		$3.81M Sell
10,836
-36,023
-77% -$12.7M 0.28% 77
2022
Q3 		$15.5M Buy
46,859
+36,947
+373% +$13.5M 1.15% 17
2022
Q2 		$3.45M Sell
9,912
-21,771
-69% -$8.2M 0.25% 77
2022
Q1 		$13.2M Buy
31,683
+3,935
+14% +$1.61M 0.74% 29
2021
Q4 		$12.1M Buy
27,748
+26,112
+1,596% +$11M 0.69% 32
2021
Q3 		$645K Buy
1,636
+732
+81% +$297K 0.04% 221
2021
Q2 		$356K Sell
904
-2,447
-73% -$939K 0.02% 311
2021
Q1 		$1.22M Sell
3,351
-5,789
-63% -$2.05M 0.1% 138
2020
Q4 		$3.14M Buy
+9,140
New +$2.98M 0.29% 76
2020
Q1 		– Sell
-11,252
Closed -$3.33M – 307
2019
Q4 		$3.33M Buy
+11,252
New +$3.18M 0.46% 57

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SteelPeak Wealth's VOO Position: Q2 2026 in Review

SteelPeak Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 38% in Q2 2026, buying an estimated $3.25M and bringing the position to 17,690 shares worth $12.1M. The position accounts for 0.31% of the portfolio, ranked #71.

SteelPeak Wealth first reported a position in VOO in Q4 2019 and has held it in 24 quarters since. The position peaked at $15.5M in Q3 2022. 815 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • SteelPeak Wealth held 17,690 shares of Vanguard S&P 500 ETF worth $12.1M as of Q2 2026.
  • SteelPeak Wealth bought 4,878 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.25M.
  • Vanguard S&P 500 ETF made up 0.31% of SteelPeak Wealth's portfolio in Q2 2026, its #71 holding.
  • SteelPeak Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 24 quarters since.
  • SteelPeak Wealth's Vanguard S&P 500 ETF position peaked at $15.5M in Q3 2022.
  • 815 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.