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

Waterfront 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
Q1 		$8.88M Buy
14,868
+1,982
+15% +$1.24M 1.63% 11
2025
Q4 		$8.2M Buy
12,886
+484
+4% +$301K 1.56% 12
2025
Q3 		$7.6M Buy
12,402
+327
+3% +$193K 1.56% 13
2025
Q2 		$6.86M Buy
12,075
+683
+6% +$359K 1.54% 14
2025
Q1 		$5.85M Buy
11,392
+604
+6% +$327K 1.43% 13
2024
Q4 		$5.81M Buy
10,788
+9
+0.1% +$4.88K 1.42% 13
2024
Q3 		$5.76M Buy
10,779
+88
+0.8% +$44.7K 1.41% 14
2024
Q2 		$5.35M Sell
10,691
-450
-4% -$217K 1.45% 12
2024
Q1 		$5.18M Sell
11,141
-300
-3% -$137K 1.45% 14
2023
Q4 		$5M Buy
11,441
+35
+0.3% +$14.3K 1.47% 13
2023
Q3 		$4.41M Buy
11,406
+247
+2% +$101K 1.44% 14
2023
Q2 		$4.67M Sell
11,159
-1,413
-11% -$545K 1.39% 16
2023
Q1 		$4.73M Sell
12,572
-147
-1% -$53.9K 1.54% 13
2022
Q4 		$4.74M Buy
12,719
+142
+1% +$50.2K 1.63% 9
2022
Q3 		$4.44M Sell
12,577
-672
-5% -$245K 1.69% 9
2022
Q2 		$4.6M Buy
13,249
+318
+2% +$120K 1.86% 8
2022
Q1 		$5.32M Buy
12,931
+767
+6% +$314K 1.88% 9
2021
Q4 		$5.31M Sell
12,164
-1,404
-10% -$593K 2.1% 9
2021
Q3 		$5.35M Sell
13,568
-673
-5% -$273K 2.59% 8
2021
Q2 		$5.6M Buy
14,241
+71
+0.5% +$27.3K 2.65% 7
2021
Q1 		$5.22M Sell
14,170
-28
-0.2% -$9.93K 2.62% 6
2020
Q4 		$4.88M Buy
+14,198
New +$4.63M 3.46% 7

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

Waterfront Wealth's VOO Position: Q1 2026 in Review

Waterfront Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 15% in Q1 2026, buying an estimated $1.24M and bringing the position to 14,868 shares worth $8.88M. The position accounts for 1.63% of the portfolio, ranked #11.

Waterfront Wealth first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Waterfront Wealth held 14,868 shares of Vanguard S&P 500 ETF worth $8.88M as of Q1 2026.
  • Waterfront Wealth bought 1,982 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.24M.
  • Vanguard S&P 500 ETF made up 1.63% of Waterfront Wealth's portfolio in Q1 2026, its #11 holding.
  • Waterfront Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Waterfront Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.