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

WCG Wealth Advisors’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	$14.3M	Sell	20,795 -450	-2%	-$300K	0.34%	77
2026 Q1	$12.7M	Buy	21,245 +1,466	+7%	+$917K	0.36%	78
2025 Q4	$12.4M	Buy	+19,779	New	+$12.3M	0.35%	75
2025 Q1	–	Sell	-10,109	Closed	-$5.45M	–	328
2024 Q4	$5.45M	Sell	10,109 -343	-3%	-$186K	0.36%	85
2024 Q3	$5.51M	Sell	10,452 -99	-0.9%	-$50.3K	0.37%	83
2024 Q2	$5.28M	Buy	+10,551	New	+$5.08M	0.39%	74
2024 Q1	–	Sell	-31,234	Closed	-$13.6M	–	310
2023 Q4	$13.6M	Sell	31,234 -1,240	-4%	-$508K	1%	30
2023 Q3	$12.8M	Buy	+32,474	New	+$13.3M	0.94%	29
2022 Q4	–	Sell	-4,077	Closed	-$1.81M	–	276
2022 Q3	$1.81M	Buy	4,077 +639	+19%	+$233K	0.24%	83
2022 Q2	$1.19M	Buy	+3,438	New	+$1.3M	0.17%	105

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

WCG Wealth Advisors's VOO Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q2 2026, selling an estimated $300K and leaving 20,795 shares worth $14.3M. The position accounts for 0.34% of the portfolio, ranked #77.

WCG Wealth Advisors first reported a position in VOO in Q2 2022 and has held it in 10 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

WCG Wealth Advisors held 20,795 shares of Vanguard S&P 500 ETF worth $14.3M as of Q2 2026.
WCG Wealth Advisors sold 450 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $300K.
Vanguard S&P 500 ETF made up 0.34% of WCG Wealth Advisors's portfolio in Q2 2026, its #77 holding.
WCG Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 10 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.