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

Stockman 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 		$1.44M Sell
2,414
-909
-27% -$568K 0.16% 69
2025
Q4 		$2.08M Sell
3,323
-1,349
-29% -$838K 0.24% 61
2025
Q3 		$2.86M Sell
4,672
-188
-4% -$111K 0.36% 53
2025
Q2 		$2.76M Sell
4,860
-7
-0.1% -$3.68K 0.38% 54
2025
Q1 		$2.5M Buy
4,867
+170
+4% +$91.9K 0.37% 54
2024
Q4 		$2.53M Sell
4,697
-292
-6% -$158K 0.4% 53
2024
Q3 		$2.63M Buy
4,989
+76
+2% +$38.6K 0.41% 51
2024
Q2 		$2.46M Buy
4,913
+104
+2% +$50K 0.43% 50
2024
Q1 		$2.31M Buy
4,809
+119
+3% +$54.5K 0.41% 49
2023
Q4 		$2.05M Sell
4,690
-2,198
-32% -$900K 0.41% 49
2023
Q3 		$2.7M Sell
6,888
-476
-6% -$195K 0.6% 43
2023
Q2 		$3M Sell
7,364
-809
-10% -$312K 0.64% 40
2023
Q1 		$3.07M Buy
8,173
+116
+1% +$42.5K 0.69% 40
2022
Q4 		$2.83M Buy
8,057
+545
+7% +$193K 0.65% 43
2022
Q3 		$2.47M Buy
7,512
+76
+1% +$27.8K 0.67% 43
2022
Q2 		$2.58M Hold
7,436
– – 0.66% 44
2022
Q1 		$3.09M Hold
7,436
– – 0.64% 43
2021
Q4 		$3.25M Sell
7,436
-30
-0.4% -$12.7K 0.66% 46
2021
Q3 		$2.94M Hold
7,466
– – 0.66% 47
2021
Q2 		$2.94M Sell
7,466
-28
-0.4% -$10.7K 0.7% 45
2021
Q1 		$2.73M Sell
7,494
-7
-0.1% -$2.48K 0.76% 42
2020
Q4 		$2.58M Sell
7,501
-31
-0.4% -$10.1K 0.79% 42
2020
Q3 		$2.32M Sell
7,532
-100
-1% -$30.5K 0.84% 40
2020
Q2 		$2.16M Hold
7,632
– – 0.81% 41
2020
Q1 		$1.81M Buy
7,632
+710
+10% +$199K 0.8% 41
2019
Q4 		$2.05M Buy
6,922
+110
+2% +$31.1K 0.73% 45
2019
Q3 		$1.86M Buy
6,812
+26
+0.4% +$7.06K 0.71% 46
2019
Q2 		$1.83M Hold
6,786
– – 0.75% 46
2019
Q1 		$1.76M Sell
6,786
-22
-0.3% -$5.5K 0.77% 43
2018
Q4 		$1.56M Buy
6,808
+22
+0.3% +$5.45K 0.75% 45
2018
Q3 		$1.81M Sell
6,786
-453
-6% -$119K 0.78% 44
2018
Q2 		$1.81M Sell
7,239
-19,120
-73% -$4.75M 0.83% 42
2018
Q1 		$6.38M Sell
26,359
-250
-0.9% -$62.7K 2.92% 2
2017
Q4 		$6.53M Buy
26,609
+13,055
+96% +$3.12M 2.93% 1
2017
Q3 		$3.13M Buy
13,554
+4,369
+48% +$990K 1.5% 26
2017
Q2 		$2.04M Buy
9,185
+6,517
+244% +$1.43M 2.03% 12
2017
Q1 		$577K Hold
2,668
– – 0.33% 66
2016
Q4 		$548K Hold
2,668
– – 0.33% 67
2016
Q3 		$530K Buy
+2,668
New +$529K 0.33% 66

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

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

Stockman Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 27% in Q1 2026, selling an estimated $568K and leaving 2,414 shares worth $1.44M. The position accounts for 0.16% of the portfolio, ranked #69.

Stockman Wealth Management first reported a position in VOO in Q3 2016 and has held it in 39 quarters since. The position peaked at $6.53M in Q4 2017. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Stockman Wealth Management held 2,414 shares of Vanguard S&P 500 ETF worth $1.44M as of Q1 2026.
  • Stockman Wealth Management sold 909 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $568K.
  • Vanguard S&P 500 ETF made up 0.16% of Stockman Wealth Management's portfolio in Q1 2026, its #69 holding.
  • Stockman Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2016 and has held it in 39 quarters since.
  • Stockman Wealth Management's Vanguard S&P 500 ETF position peaked at $6.53M in Q4 2017.
  • 3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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