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 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

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

Sweeney & Michel's VOO Position: Q1 2026 in Review

Sweeney & Michel reduced its Vanguard S&P 500 ETF (VOO) stake by 4.4% in Q1 2026, selling an estimated $15K and leaving 523 shares worth $330K. The position accounts for 0.1% of the portfolio, ranked #114.

Sweeney & Michel first reported a position in VOO in Q1 2024 and has held it in 8 quarters since. The position peaked at $348K in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Sweeney & Michel held 523 shares of Vanguard S&P 500 ETF worth $330K as of Q1 2026.
Sweeney & Michel sold 24 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $15K.
Vanguard S&P 500 ETF made up 0.1% of Sweeney & Michel's portfolio in Q1 2026, its #114 holding.
Sweeney & Michel first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 8 quarters since.
Sweeney & Michel's Vanguard S&P 500 ETF position peaked at $348K in Q4 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.