Wagner Wealth Management (South Carolina)’s Vanguard S&P 500 ETF VOO Stock Holding History

Wagner Wealth Management (South Carolina)’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	$375K	Buy	546 +241	+79%	+$161K	0.07%	107
2026 Q1	$182K	Sell	305 -7	-2%	-$4.38K	0.04%	136
2025 Q4	$196K	Sell	312 -5	-2%	-$3.11K	0.04%	133
2025 Q3	$194K	Hold	317	–	–	0.05%	125
2025 Q2	$180K	Buy	317 +14	+5%	+$7.36K	0.04%	123
2025 Q1	$155K	Sell	303 -35	-10%	-$18.9K	0.04%	119
2024 Q4	$182K	Buy	+338	New	+$183K	0.05%	110
2024 Q3	–	Sell	-105	Closed	-$52.5K	–	265
2024 Q2	$52.5K	Buy	+105	New	+$50.5K	0.02%	168
2022 Q4	–	Sell	-405	Closed	-$133K	–	681
2022 Q3	$133K	Sell	405 -1,324	-77%	-$484K	0.1%	127
2022 Q2	$600K	Sell	1,729 -2,963	-63%	-$1.12M	0.48%	47
2022 Q1	$1.95M	Buy	4,692 +3,246	+224%	+$1.33M	1.36%	18
2021 Q4	$631K	Buy	1,446 +124	+9%	+$52.3K	0.48%	49
2021 Q3	$558K	Buy	1,322 +988	+296%	+$401K	0.45%	52
2021 Q2	$131K	Buy	+334	New	+$128K	0.09%	156

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

Wagner Wealth Management (South Carolina)'s VOO Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its Vanguard S&P 500 ETF (VOO) stake by 79% in Q2 2026, buying an estimated $161K and bringing the position to 546 shares worth $375K. The position accounts for 0.07% of the portfolio, ranked #107.

Wagner Wealth Management (South Carolina) first reported a position in VOO in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.95M in Q1 2022. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Wagner Wealth Management (South Carolina) held 546 shares of Vanguard S&P 500 ETF worth $375K as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 241 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $161K.
Vanguard S&P 500 ETF made up 0.07% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #107 holding.
Wagner Wealth Management (South Carolina) first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 14 quarters since.
Wagner Wealth Management (South Carolina)'s Vanguard S&P 500 ETF position peaked at $1.95M in Q1 2022.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.