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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

WCG Wealth Advisors's VOO Position: Q1 2026 in Review

WCG Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 7.4% in Q1 2026, buying an estimated $917K and bringing the position to 21,245 shares worth $12.7M. The position accounts for 0.36% of the portfolio, ranked #78.

WCG Wealth Advisors first reported a position in VOO in Q2 2022 and has held it in 9 quarters since. The position peaked at $13.6M in Q4 2023. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

WCG Wealth Advisors held 21,245 shares of Vanguard S&P 500 ETF worth $12.7M as of Q1 2026.
WCG Wealth Advisors bought 1,466 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $917K.
Vanguard S&P 500 ETF made up 0.36% of WCG Wealth Advisors's portfolio in Q1 2026, its #78 holding.
WCG Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 9 quarters since.
WCG Wealth Advisors's Vanguard S&P 500 ETF position peaked at $13.6M in Q4 2023.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.