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

Vertrix Wealth Management’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	$480K	Sell	700 -966	-58%	-$644K	0.16%	81
2026 Q1	$995K	Buy	+1,666	New	+$1.04M	0.37%	59

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

Vertrix Wealth Management's VOO Position: Q2 2026 in Review

Vertrix Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 58% in Q2 2026, selling an estimated $644K and leaving 700 shares worth $480K. The position accounts for 0.16% of the portfolio, ranked #81.

Vertrix Wealth Management first reported a position in VOO in Q1 2026 and has held it in 2 quarters since. The position peaked at $995K in Q1 2026. 3,978 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Vertrix Wealth Management held 700 shares of Vanguard S&P 500 ETF worth $480K as of Q2 2026.
Vertrix Wealth Management sold 966 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $644K.
Vanguard S&P 500 ETF made up 0.16% of Vertrix Wealth Management's portfolio in Q2 2026, its #81 holding.
Vertrix Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
Vertrix Wealth Management's Vanguard S&P 500 ETF position peaked at $995K in Q1 2026.
3,978 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.