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Sweeney & Michel’s Vanguard S&P 500 ETF VOO Stock Holding History

Sweeney & Michel’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 		$502K Buy
706
+183
+35% +$122K 0.13% 96
2026
Q1 		$330K Sell
523
-24
-4% -$15K 0.1% 114
2025
Q4 		$348K Buy
547
+2
+0.4% +$1.24K 0.1% 108
2025
Q3 		$327K Sell
545
-4
-0.7% -$2.36K 0.11% 106
2025
Q2 		$315K Buy
549
+7
+1% +$3.68K 0.11% 106
2025
Q1 		$248K Buy
+542
New +$293K 0.11% 108
2024
Q3 		$276K Buy
515
+2
+0.4% +$1.02K 0.11% 102
2024
Q2 		$262K Buy
513
+2
+0.4% +$962 0.11% 99
2024
Q1 		$246K Buy
+511
New +$234K 0.11% 102

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 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Sweeney & Michel's VOO Position: Q2 2026 in Review

Sweeney & Michel increased its Vanguard S&P 500 ETF (VOO) stake by 35% in Q2 2026, buying an estimated $122K and bringing the position to 706 shares worth $502K. The position accounts for 0.13% of the portfolio, ranked #96.

Sweeney & Michel first reported a position in VOO in Q1 2024 and has held it in 9 quarters since. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Sweeney & Michel held 706 shares of Vanguard S&P 500 ETF worth $502K as of Q2 2026.
  • Sweeney & Michel bought 183 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $122K.
  • Vanguard S&P 500 ETF made up 0.13% of Sweeney & Michel's portfolio in Q2 2026, its #96 holding.
  • Sweeney & Michel first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
  • 4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.