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

Strait & Sound 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	$542K	Sell	907 -45	-5%	-$28.1K	0.2%	90
2025 Q4	$597K	Buy	952 +45	+5%	+$28K	0.22%	82
2025 Q3	$555K	Sell	907 -16	-2%	-$9.43K	0.21%	88
2025 Q2	$524K	Sell	923 -43	-4%	-$22.6K	0.22%	86
2025 Q1	$497K	Buy	966 +34	+4%	+$18.4K	0.23%	81
2024 Q4	$502K	Sell	932 -55	-6%	-$29.8K	0.23%	77
2024 Q3	$521K	Sell	987 -38	-4%	-$19.3K	0.25%	74
2024 Q2	$513K	Buy	1,025 +30	+3%	+$14.4K	0.26%	65
2024 Q1	$474K	Sell	995 -50	-5%	-$22.9K	0.26%	60
2023 Q4	$458K	Buy	1,045 +278	+36%	+$114K	0.29%	63
2023 Q3	$301K	Buy	767 +172	+29%	+$70.3K	0.26%	87
2023 Q2	$242K	Sell	595 -659	-53%	-$254K	0.24%	93
2023 Q1	$471K	Sell	1,254 -3	-0.2%	-$1.1K	0.47%	50
2022 Q4	$460K	Buy	+1,257	New	+$444K	0.5%	50

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

Strait & Sound Wealth Management's VOO Position: Q1 2026 in Review

Strait & Sound Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 4.7% in Q1 2026, selling an estimated $28.1K and leaving 907 shares worth $542K. The position accounts for 0.2% of the portfolio, ranked #90.

Strait & Sound Wealth Management first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $597K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Strait & Sound Wealth Management held 907 shares of Vanguard S&P 500 ETF worth $542K as of Q1 2026.
Strait & Sound Wealth Management sold 45 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $28.1K.
Vanguard S&P 500 ETF made up 0.2% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #90 holding.
Strait & Sound Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Strait & Sound Wealth Management's Vanguard S&P 500 ETF position peaked at $597K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.