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

Tradition 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 		$6.27M Buy
10,485
+274
+3% +$171K 0.45% 56
2025
Q4 		$6.4M Buy
10,211
+1,934
+23% +$1.2M 0.46% 56
2025
Q3 		$5.07M Buy
8,277
+406
+5% +$239K 0.37% 68
2025
Q2 		$4.47M Buy
7,871
+1,031
+15% +$542K 0.36% 69
2025
Q1 		$3.52M Buy
6,840
+803
+13% +$434K 0.31% 74
2024
Q4 		$3.25M Buy
6,037
+508
+9% +$275K 0.29% 79
2024
Q3 		$2.92M Buy
5,529
+229
+4% +$116K 0.26% 82
2024
Q2 		$2.65M Buy
5,300
+585
+12% +$282K 0.26% 83
2024
Q1 		$2.27M Sell
4,715
-174
-4% -$79.6K 0.23% 90
2023
Q4 		$2.13M Sell
4,889
-713
-13% -$292K 0.22% 84
2023
Q3 		$2.2M Sell
5,602
-10,587
-65% -$4.33M 0.26% 76
2023
Q2 		$6.59M Sell
16,189
-12,862
-44% -$4.96M 0.77% 32
2023
Q1 		$10.9M Buy
29,051
+302
+1% +$111K 1.36% 18
2022
Q4 		$10.1M Sell
28,749
-14,319
-33% -$5.06M 1.43% 19
2022
Q3 		$14.1M Sell
43,068
-4,982
-10% -$1.82M 2.12% 7
2022
Q2 		$16.7M Buy
48,050
+2,757
+6% +$1.04M 2.42% 7
2022
Q1 		$18.8M Buy
45,293
+2
+0% +$819 2.4% 4
2021
Q4 		$19.8M Buy
45,291
+12,393
+38% +$5.23M 2.49% 3
2021
Q3 		$13M Buy
32,898
+2,946
+10% +$1.2M 1.85% 9
2021
Q2 		$11.8M Buy
29,952
+3,271
+12% +$1.26M 1.76% 10
2021
Q1 		$9.72M Sell
26,681
-231
-0.9% -$81.9K 1.68% 10
2020
Q4 		$9.25M Buy
+26,912
New +$8.77M 1.79% 11

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

Tradition Wealth Management's VOO Position: Q1 2026 in Review

Tradition Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 2.7% in Q1 2026, buying an estimated $171K and bringing the position to 10,485 shares worth $6.27M. The position accounts for 0.45% of the portfolio, ranked #56.

Tradition Wealth Management first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $19.8M in Q4 2021. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Tradition Wealth Management held 10,485 shares of Vanguard S&P 500 ETF worth $6.27M as of Q1 2026.
  • Tradition Wealth Management bought 274 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $171K.
  • Vanguard S&P 500 ETF made up 0.45% of Tradition Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Tradition Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Vanguard S&P 500 ETF position peaked at $19.8M in Q4 2021.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.