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 Q2	$425K	Buy	619 +96	+18%	+$64K	0.04%	120
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

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

Ullmann Wealth Partners Group's VOO Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its Vanguard S&P 500 ETF (VOO) stake by 18% in Q2 2026, buying an estimated $64K and bringing the position to 619 shares worth $425K. The position accounts for 0.04% of the portfolio, ranked #120.

Ullmann Wealth Partners Group first reported a position in VOO in Q1 2021 and has held it in 9 quarters since. The position peaked at $653K in Q4 2025. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Ullmann Wealth Partners Group held 619 shares of Vanguard S&P 500 ETF worth $425K as of Q2 2026.
Ullmann Wealth Partners Group bought 96 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $64K.
Vanguard S&P 500 ETF made up 0.04% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #120 holding.
Ullmann Wealth Partners Group first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 9 quarters since.
Ullmann Wealth Partners Group's Vanguard S&P 500 ETF position peaked at $653K in Q4 2025.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.