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

The Wealth 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
2026
Q2 		$25M Buy
36,336
+246
+0.7% +$164K 4.78% 7
2026
Q1 		$21.6M Buy
36,090
+363
+1% +$227K 4.91% 7
2025
Q4 		$22.4M Sell
35,727
-4,797
-12% -$2.98M 5.01% 7
2025
Q3 		$24.8M Sell
40,524
-2,710
-6% -$1.6M 5.74% 5
2025
Q2 		$24.6M Sell
43,234
-4,456
-9% -$2.34M 6.25% 5
2025
Q1 		$24.5M Buy
47,690
+2,851
+6% +$1.54M 7.18% 4
2024
Q4 		$24.2M Sell
44,839
-306
-0.7% -$166K 6.98% 4
2024
Q3 		$23.8M Buy
45,145
+2
+0% +$1.02K 6.93% 4
2024
Q2 		$22.6M Sell
45,143
-628
-1% -$302K 6.82% 4
2024
Q1 		$21.9M Buy
45,771
+840
+2% +$384K 6.75% 5
2023
Q4 		$20.4M Buy
+44,931
New +$18.4M 6.74% 5

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

The Wealth Group's VOO Position: Q2 2026 in Review

The Wealth Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.68% in Q2 2026, buying an estimated $164K and bringing the position to 36,336 shares worth $25M. The position accounts for 4.78% of the portfolio, ranked #7.

The Wealth Group first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • The Wealth Group held 36,336 shares of Vanguard S&P 500 ETF worth $25M as of Q2 2026.
  • The Wealth Group bought 246 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $164K.
  • Vanguard S&P 500 ETF made up 4.78% of The Wealth Group's portfolio in Q2 2026, its #7 holding.
  • The Wealth Group first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.