UWS
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Unique Wealth Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

Unique Wealth Strategies’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 		$1.28M Buy
1,867
+208
+13% +$139K 0.47% 45
2026
Q1 		$991K Sell
1,659
-35
-2% -$21.9K 0.4% 60
2025
Q4 		$1.06M Sell
1,694
-747
-31% -$464K 0.41% 56
2025
Q3 		$1.49M Buy
2,441
+1,598
+190% +$942K 0.58% 37
2025
Q2 		$479K Sell
843
-422
-33% -$222K 0.2% 156
2025
Q1 		$650K Sell
1,265
-156
-11% -$84.3K 0.3% 77
2024
Q4 		$766K Buy
1,421
+46
+3% +$24.9K 0.33% 68
2024
Q3 		$726K Sell
1,375
-894
-39% -$454K 0.31% 82
2024
Q2 		$1.09M Hold
2,269
– – 0.51% 46
2024
Q1 		$1.09M Buy
2,269
+174
+8% +$79.6K 0.53% 46
2023
Q4 		$915K Buy
+2,095
New +$858K 0.61% 47

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Unique Wealth Strategies's VOO Position: Q2 2026 in Review

Unique Wealth Strategies increased its Vanguard S&P 500 ETF (VOO) stake by 13% in Q2 2026, buying an estimated $139K and bringing the position to 1,867 shares worth $1.28M. The position accounts for 0.47% of the portfolio, ranked #45.

Unique Wealth Strategies first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.49M in Q3 2025. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Unique Wealth Strategies held 1,867 shares of Vanguard S&P 500 ETF worth $1.28M as of Q2 2026.
  • Unique Wealth Strategies bought 208 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $139K.
  • Vanguard S&P 500 ETF made up 0.47% of Unique Wealth Strategies's portfolio in Q2 2026, its #45 holding.
  • Unique Wealth Strategies first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Unique Wealth Strategies's Vanguard S&P 500 ETF position peaked at $1.49M in Q3 2025.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.