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

Tanager 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 		$8.7M Sell
12,674
-37
-0.3% -$24.7K 0.76% 28
2026
Q1 		$7.6M Sell
12,711
-1,838
-13% -$1.15M 0.74% 28
2025
Q4 		$9.12M Buy
14,549
+2,358
+19% +$1.47M 0.91% 26
2025
Q3 		$7.47M Buy
12,191
+1,073
+10% +$632K 0.78% 26
2025
Q2 		$6.32M Buy
11,118
+60
+0.5% +$31.5K 0.75% 27
2025
Q1 		$5.68M Hold
11,058
– – 0.74% 25
2024
Q4 		$5.96M Sell
11,058
-2,932
-21% -$1.59M 0.77% 22
2024
Q3 		$7.41M Sell
13,990
-596
-4% -$303K 1% 24
2024
Q2 		$7.32M Buy
14,586
+3,209
+28% +$1.54M 1.09% 23
2024
Q1 		$5.47M Sell
11,377
-157
-1% -$71.9K 0.88% 23
2023
Q4 		$5.04M Buy
11,534
+1,879
+19% +$769K 0.92% 24
2023
Q3 		$3.81M Buy
9,655
+114
+1% +$46.6K 0.79% 22
2023
Q2 		$3.9M Buy
9,541
+930
+11% +$359K 0.84% 25
2023
Q1 		$3.24M Buy
8,611
+4,004
+87% +$1.47M 0.77% 26
2022
Q4 		$1.62M Buy
4,607
+2,799
+155% +$989K 0.44% 33
2022
Q3 		$596K Sell
1,808
-600
-25% -$219K 0.47% 25
2022
Q2 		$839K Hold
2,408
– – 0.69% 19
2022
Q1 		$1M Hold
2,408
– – 0.75% 18
2021
Q4 		$1.05M Buy
+2,408
New +$1.02M 0.79% 19

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

Tanager Wealth Management's VOO Position: Q2 2026 in Review

Tanager Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.29% in Q2 2026, selling an estimated $24.7K and leaving 12,674 shares worth $8.7M. The position accounts for 0.76% of the portfolio, ranked #28.

Tanager Wealth Management first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.12M in Q4 2025. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Tanager Wealth Management held 12,674 shares of Vanguard S&P 500 ETF worth $8.7M as of Q2 2026.
  • Tanager Wealth Management sold 37 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $24.7K.
  • Vanguard S&P 500 ETF made up 0.76% of Tanager Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Tanager Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • Tanager Wealth Management's Vanguard S&P 500 ETF position peaked at $9.12M in Q4 2025.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.