True Wealth Design’s Vanguard S&P 500 ETF VOO Stock Holding History

True Wealth Design’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	$102K	Sell	149 -20	-12%	-$13.3K	0.02%	254
2026 Q1	$101K	Buy	169 +131	+345%	+$81.9K	0.03%	215
2025 Q4	$23.8K	Sell	38 -45	-54%	-$28K	0.01%	545
2025 Q3	$50.8K	Buy	83 +74	+822%	+$43.6K	0.02%	307
2025 Q2	$5.11K	Hold	9	–	–	﹤0.01%	795
2025 Q1	$4.63K	Buy	+9	New	+$4.87K	﹤0.01%	712
2023 Q2	–	Sell	-58	Closed	-$21.8K	–	871
2023 Q1	$21.8K	Buy	+58	New	+$21.3K	0.01%	197

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

True Wealth Design's VOO Position: Q2 2026 in Review

True Wealth Design reduced its Vanguard S&P 500 ETF (VOO) stake by 12% in Q2 2026, selling an estimated $13.3K and leaving 149 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #254.

True Wealth Design first reported a position in VOO in Q1 2023 and has held it in 7 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

True Wealth Design held 149 shares of Vanguard S&P 500 ETF worth $102K as of Q2 2026.
True Wealth Design sold 20 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $13.3K.
Vanguard S&P 500 ETF made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #254 holding.
True Wealth Design first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 7 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.