UWPG
VOO icon

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

Ullmann Wealth Partners 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
Q1 		$313K Sell
523
-519
-50% -$325K 0.03% 125
2025
Q4 		$653K Buy
+1,042
New +$648K 0.07% 88
2025
Q3 		– Sell
-977
Closed -$555K – 154
2025
Q2 		$555K Buy
977
+24
+3% +$12.6K 0.07% 88
2025
Q1 		$490K Buy
953
+1
+0.1% +$541 0.07% 91
2024
Q4 		$513K Hold
952
– – 0.07% 88
2024
Q3 		$502K Buy
+952
New +$484K 0.07% 88
2024
Q1 		– Sell
-503
Closed -$220K – 116
2023
Q4 		$220K Buy
+503
New +$206K 0.04% 99
2021
Q2 		– Sell
-1,146
Closed -$417K – 87
2021
Q1 		$417K Buy
+1,146
New +$406K 0.19% 51

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 $1.47T 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 $761B 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