VWM
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Valley Wealth Managers’s Vanguard S&P 500 ETF VOO Stock Holding History

Valley Wealth Managers’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 		$1.28M Buy
2,147
+65
+3% +$40.7K 0.08% 126
2025
Q4 		$1.31M Sell
2,082
-111
-5% -$69K 0.08% 128
2025
Q3 		$1.34M Buy
2,193
+609
+38% +$359K 0.09% 124
2025
Q2 		$900K Sell
1,584
-294
-16% -$155K 0.06% 130
2025
Q1 		$965K Sell
1,878
-57
-3% -$30.8K 0.07% 130
2024
Q4 		$1.04M Sell
1,935
-175
-8% -$94.8K 0.08% 128
2024
Q3 		$1.11M Buy
2,110
+219
+12% +$111K 0.08% 127
2024
Q2 		$946K Buy
1,891
+274
+17% +$132K 0.08% 128
2024
Q1 		$777K Sell
1,617
-73
-4% -$33.4K 0.06% 128
2023
Q4 		$738K Sell
1,690
-142
-8% -$58.1K 0.06% 129
2023
Q3 		$719K Buy
1,832
+1,246
+213% +$509K 0.06% 133
2023
Q2 		$239K Hold
586
– – 0.02% 153
2023
Q1 		$220K Buy
586
+1
+0.2% +$367 0.02% 162
2022
Q4 		$206K Buy
585
+1
+0.2% +$353 0.02% 167
2022
Q3 		$192K Buy
584
+1
+0.2% +$365 0.02% 167
2022
Q2 		$202K Hold
583
– – 0.02% 179
2022
Q1 		$242K Buy
583
+1
+0.2% +$409 0.02% 174
2021
Q4 		$254K Buy
582
+1
+0.2% +$422 0.02% 178
2021
Q3 		$229K Buy
581
+1
+0.2% +$406 0.02% 178
2021
Q2 		$228K Hold
580
– – 0.02% 187
2021
Q1 		$211K Buy
+580
New +$206K 0.02% 159
2020
Q1 		– Sell
-680
Closed -$201K – 186
2019
Q4 		$201K Buy
+680
New +$192K 0.02% 183
2019
Q3 		– Sell
-904
Closed -$243K – 205
2019
Q2 		$243K Buy
+904
New +$239K 0.03% 178
2019
Q1 		– Sell
-1,244
Closed -$286K – 211
2018
Q4 		$286K Buy
+1,244
New +$308K 0.04% 142
2017
Q2 		– Sell
-609
Closed -$132K – 175
2017
Q1 		$132K Hold
609
– – 0.02% 123
2016
Q4 		$125K Buy
609
+356
+141% +$71.4K 0.02% 122
2016
Q3 		$50K Buy
253
+75
+42% +$14.9K 0.01% 142
2016
Q2 		$34K Buy
+178
New +$33.9K 0.01% 149

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 $1.56T 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 $871B 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

Valley Wealth Managers's VOO Position: Q1 2026 in Review

Valley Wealth Managers increased its Vanguard S&P 500 ETF (VOO) stake by 3.1% in Q1 2026, buying an estimated $40.7K and bringing the position to 2,147 shares worth $1.28M. The position accounts for 0.08% of the portfolio, ranked #126.

Valley Wealth Managers first reported a position in VOO in Q2 2016 and has held it in 28 quarters since. The position peaked at $1.34M in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Valley Wealth Managers held 2,147 shares of Vanguard S&P 500 ETF worth $1.28M as of Q1 2026.
  • Valley Wealth Managers bought 65 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $40.7K.
  • Vanguard S&P 500 ETF made up 0.08% of Valley Wealth Managers's portfolio in Q1 2026, its #126 holding.
  • Valley Wealth Managers first reported a position in Vanguard S&P 500 ETF in Q2 2016 and has held it in 28 quarters since.
  • Valley Wealth Managers's Vanguard S&P 500 ETF position peaked at $1.34M in Q3 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.