SGWM
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Sterling Group Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Sterling Group 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 		$4.05M Buy
6,777
+330
+5% +$206K 1.92% 10
2025
Q4 		$4.04M Buy
6,447
+66
+1% +$41K 1.96% 11
2025
Q3 		$3.91M Hold
6,381
– – 1.94% 11
2025
Q2 		$3.62M Sell
6,381
-28
-0.4% -$14.7K 2.01% 9
2025
Q1 		$3.29M Sell
6,409
-77
-1% -$41.6K 1.77% 12
2024
Q4 		$3.49M Sell
6,486
-328
-5% -$178K 1.81% 12
2024
Q3 		$3.6M Sell
6,814
-60
-0.9% -$30.5K 1.91% 12
2024
Q2 		$3.44M Buy
6,874
+4,560
+197% +$2.19M 1.97% 12
2024
Q1 		$1.11M Sell
2,314
-14,282
-86% -$6.54M 68.3% 1
2023
Q4 		$7.25M Buy
16,596
+414
+3% +$169K 5.63% 6
2023
Q3 		$6.35M Buy
16,182
+1,244
+8% +$509K 6.01% 4
2023
Q2 		$6.08M Sell
14,938
-201
-1% -$77.5K 5.27% 5
2023
Q1 		$5.69M Buy
15,139
+1,977
+15% +$725K 5.37% 6
2022
Q4 		$4.62M Buy
+13,162
New +$4.65M 4.55% 7

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

Sterling Group Wealth Management's VOO Position: Q1 2026 in Review

Sterling Group Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 5.1% in Q1 2026, buying an estimated $206K and bringing the position to 6,777 shares worth $4.05M. The position accounts for 1.92% of the portfolio, ranked #10.

Sterling Group Wealth Management first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.25M in Q4 2023. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Sterling Group Wealth Management held 6,777 shares of Vanguard S&P 500 ETF worth $4.05M as of Q1 2026.
  • Sterling Group Wealth Management bought 330 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $206K.
  • Vanguard S&P 500 ETF made up 1.92% of Sterling Group Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Sterling Group Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • Sterling Group Wealth Management's Vanguard S&P 500 ETF position peaked at $7.25M in Q4 2023.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.