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

Unique Wealth’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 		$2.73M Buy
3,968
+35
+0.9% +$23.3K 0.32% 58
2026
Q1 		$2.35M Buy
3,933
+8
+0.2% +$5K 0.32% 54
2025
Q4 		$2.46M Buy
3,925
+32
+0.8% +$19.9K 0.34% 57
2025
Q3 		$2.38M Sell
3,893
-601
-13% -$354K 0.35% 60
2025
Q2 		$2.55M Buy
4,494
+2,370
+112% +$1.25M 0.41% 57
2025
Q1 		$1.09M Sell
2,124
-469
-18% -$254K 0.21% 75
2024
Q4 		$1.4M Buy
2,593
+844
+48% +$457K 0.29% 61
2024
Q3 		$923K Buy
1,749
+161
+10% +$81.8K 0.21% 66
2024
Q2 		$794K Hold
1,588
– – 0.21% 56
2024
Q1 		$764K Sell
1,588
-335
-17% -$153K 0.22% 53
2023
Q4 		$840K Sell
1,923
-11,956
-86% -$4.89M 0.27% 40
2023
Q3 		$5.45M Sell
13,879
-200
-1% -$81.8K 2.28% 11
2023
Q2 		$5.73M Sell
14,079
-74
-0.5% -$28.5K 2.5% 11
2023
Q1 		$5.32M Sell
14,153
-5,880
-29% -$2.16M 2.58% 11
2022
Q4 		$7.04M Buy
+20,033
New +$7.08M 3.76% 8

Other funds holding VOO

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Unique Wealth's VOO Position: Q2 2026 in Review

Unique Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 0.89% in Q2 2026, buying an estimated $23.3K and bringing the position to 3,968 shares worth $2.73M. The position accounts for 0.32% of the portfolio, ranked #58.

Unique Wealth first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.04M in Q4 2022. 1,870 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Unique Wealth held 3,968 shares of Vanguard S&P 500 ETF worth $2.73M as of Q2 2026.
  • Unique Wealth bought 35 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $23.3K.
  • Vanguard S&P 500 ETF made up 0.32% of Unique Wealth's portfolio in Q2 2026, its #58 holding.
  • Unique Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Unique Wealth's Vanguard S&P 500 ETF position peaked at $7.04M in Q4 2022.
  • 1,870 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.