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

Wealth Dimensions Group’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 		$2.07M Buy
3,011
+116
+4% +$77.3K 0.37% 39
2026
Q1 		$1.73M Buy
2,895
+9
+0.3% +$5.63K 0.34% 40
2025
Q4 		$1.81M Buy
2,886
+656
+29% +$408K 0.36% 39
2025
Q3 		$1.37M Buy
2,230
+424
+23% +$250K 0.28% 46
2025
Q2 		$1.03M Buy
1,806
+8
+0.4% +$4.2K 0.23% 60
2025
Q1 		$924K Buy
1,798
+6
+0.3% +$3.24K 0.22% 60
2024
Q4 		$966K Buy
1,792
+109
+6% +$59K 0.24% 55
2024
Q3 		$888K Buy
1,683
+76
+5% +$38.6K 0.23% 52
2024
Q2 		$804K Buy
1,607
+123
+8% +$59.2K 0.23% 54
2024
Q1 		$713K Buy
1,484
+1
+0.1% +$458 0.21% 62
2023
Q4 		$648K Sell
1,483
-32
-2% -$13.1K 0.21% 63
2023
Q3 		$595K Buy
1,515
+1
+0.1% +$409 0.22% 65
2023
Q2 		$617K Sell
1,514
-1
-0.1% -$386 0.22% 61
2023
Q1 		$570K Buy
1,515
+2
+0.1% +$733 0.22% 64
2022
Q4 		$531K Sell
1,513
-144
-9% -$50.9K 0.22% 64
2022
Q3 		$544K Buy
1,657
+1
+0.1% +$365 0.27% 51
2022
Q2 		$574K Buy
1,656
+232
+16% +$87.4K 0.27% 54
2022
Q1 		$591K Buy
1,424
+1
+0.1% +$409 0.27% 60
2021
Q4 		$621K Buy
1,423
+2
+0.1% +$844 0.3% 54
2021
Q3 		$561K Buy
1,421
+51
+4% +$20.7K 0.36% 56
2021
Q2 		$539K Buy
1,370
+28
+2% +$10.7K 0.37% 57
2021
Q1 		$489K Buy
1,342
+4
+0.3% +$1.42K 0.38% 60
2020
Q4 		$460K Buy
+1,338
New +$436K 0.4% 54

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wealth Dimensions Group's VOO Position: Q2 2026 in Review

Wealth Dimensions Group increased its Vanguard S&P 500 ETF (VOO) stake by 4% in Q2 2026, buying an estimated $77.3K and bringing the position to 3,011 shares worth $2.07M. The position accounts for 0.37% of the portfolio, ranked #39.

Wealth Dimensions Group first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Wealth Dimensions Group held 3,011 shares of Vanguard S&P 500 ETF worth $2.07M as of Q2 2026.
  • Wealth Dimensions Group bought 116 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $77.3K.
  • Vanguard S&P 500 ETF made up 0.37% of Wealth Dimensions Group's portfolio in Q2 2026, its #39 holding.
  • Wealth Dimensions Group first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.