Strategic Wealth Investment Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Strategic Wealth Investment Group’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
2025 Q4	–	Sell	-921	Closed	-$564K	–	127
2025 Q3	$564K	Buy	921 +895	+3,442%	+$528K	0.05%	80
2025 Q2	$14.8K	Buy	+26	New	+$13.7K	0.02%	82
2025 Q1	–	Sell	-705	Closed	-$380K	–	121
2024 Q4	$380K	Sell	705 -252	-26%	-$136K	0.04%	102
2024 Q3	$500K	Buy	957 +79	+9%	+$40.2K	0.05%	96
2024 Q2	$440K	Buy	+878	New	+$422K	0.06%	94
2023 Q4	$538K	Buy	+1,232	New	+$504K	0.08%	78
2023 Q3	–	Sell	-515	Closed	-$210K	–	113
2023 Q2	$210K	Buy	+515	New	+$199K	0.03%	116
2022 Q3	–	Sell	-1,235	Closed	-$428K	–	132
2022 Q2	$428K	Buy	+1,235	New	+$465K	0.11%	94

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Strategic Wealth Investment Group's VOO Position: Q4 2025 in Review

Strategic Wealth Investment Group sold out of Vanguard S&P 500 ETF (VOO) in Q4 2025, closing a stake of 921 shares — an estimated $564K sold.

Strategic Wealth Investment Group first reported a position in VOO in Q2 2022 and held it in 8 quarters. The position peaked at $564K in Q3 2025. 3,852 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

Strategic Wealth Investment Group reported no remaining Vanguard S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
Strategic Wealth Investment Group sold 921 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $564K.
Strategic Wealth Investment Group first reported a position in Vanguard S&P 500 ETF in Q2 2022 and held it in 8 quarters.
Strategic Wealth Investment Group's Vanguard S&P 500 ETF position peaked at $564K in Q3 2025.
3,852 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2025, filed 11 Feb 2026.