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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
Q2 		$609K Sell
887
-20
-2% -$13.3K 0.21% 90
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

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Strait & Sound Wealth Management's VOO Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 2.2% in Q2 2026, selling an estimated $13.3K and leaving 887 shares worth $609K. The position accounts for 0.21% of the portfolio, ranked #90.

Strait & Sound Wealth Management first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Strait & Sound Wealth Management held 887 shares of Vanguard S&P 500 ETF worth $609K as of Q2 2026.
  • Strait & Sound Wealth Management sold 20 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $13.3K.
  • Vanguard S&P 500 ETF made up 0.21% of Strait & Sound Wealth Management's portfolio in Q2 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 15 quarters since.
  • 4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.