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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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Tower View Wealth Management's VOO Position: Q1 2026 in Review

Tower View Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.25% in Q1 2026, selling an estimated $1.88K and leaving 1,196 shares worth $715K. The position accounts for 0.37% of the portfolio, ranked #47.

Tower View Wealth Management first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $853K in Q1 2023. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Tower View Wealth Management held 1,196 shares of Vanguard S&P 500 ETF worth $715K as of Q1 2026.
  • Tower View Wealth Management sold 3 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.88K.
  • Vanguard S&P 500 ETF made up 0.37% of Tower View Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Tower View Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • Tower View Wealth Management's Vanguard S&P 500 ETF position peaked at $853K in Q1 2023.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.