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

Tower View 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 		$826K Buy
1,203
+7
+0.6% +$4.67K 0.36% 49
2026
Q1 		$715K Sell
1,196
-3
-0.3% -$1.88K 0.37% 47
2025
Q4 		$752K Buy
1,199
+78
+7% +$48.5K 0.37% 46
2025
Q3 		$686K Sell
1,121
-2
-0.2% -$1.18K 0.36% 38
2025
Q2 		$638K Sell
1,123
-42
-4% -$22.1K 0.33% 41
2025
Q1 		$599K Sell
1,165
-41
-3% -$22.2K 0.35% 43
2024
Q4 		$650K Buy
1,206
+3
+0.2% +$1.63K 0.34% 46
2024
Q3 		$635K Sell
1,203
-24
-2% -$12.2K 0.35% 45
2024
Q2 		$614K Sell
1,227
-14
-1% -$6.74K 0.35% 45
2024
Q1 		$597K Buy
1,241
+10
+0.8% +$4.58K 0.35% 48
2023
Q4 		$538K Buy
1,231
+8
+0.7% +$3.27K 0.33% 47
2023
Q3 		$480K Buy
1,223
+187
+18% +$76.5K 0.34% 45
2023
Q2 		$422K Sell
1,036
-1,231
-54% -$475K 0.29% 44
2023
Q1 		$853K Buy
2,267
+11
+0.5% +$4.03K 0.57% 46
2022
Q4 		$793K Buy
2,256
+147
+7% +$51.9K 0.55% 47
2022
Q3 		$692K Buy
2,109
+135
+7% +$49.3K 0.53% 47
2022
Q2 		$685K Buy
1,974
+623
+46% +$235K 0.5% 48
2022
Q1 		$561K Buy
1,351
+894
+196% +$366K 0.3% 60
2021
Q4 		$200K Buy
457
+225
+97% +$95K 0.1% 78
2021
Q3 		$92K Hold
232
– – 0.05% 89
2021
Q2 		$91K Hold
232
– – 0.05% 88
2021
Q1 		$85K Hold
232
– – 0.05% 93
2020
Q4 		$80K Buy
+232
New +$75.6K 0.05% 94

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

Tower View Wealth Management's VOO Position: Q2 2026 in Review

Tower View Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.59% in Q2 2026, buying an estimated $4.67K and bringing the position to 1,203 shares worth $826K. The position accounts for 0.36% of the portfolio, ranked #49.

Tower View Wealth Management first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. The position peaked at $853K in Q1 2023. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Tower View Wealth Management held 1,203 shares of Vanguard S&P 500 ETF worth $826K as of Q2 2026.
  • Tower View Wealth Management bought 7 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4.67K.
  • Vanguard S&P 500 ETF made up 0.36% of Tower View Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Tower View Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • Tower View Wealth Management's Vanguard S&P 500 ETF position peaked at $853K in Q1 2023.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.