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

Wealth Effects’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 		$2.62M Sell
3,819
-167
-4% -$111K 0.71% 28
2026
Q1 		$2.38M Buy
3,986
+5
+0.1% +$3.13K 0.84% 25
2025
Q4 		$2.5M Buy
3,981
+311
+8% +$193K 0.78% 20
2025
Q3 		$2.25M Buy
3,670
+186
+5% +$110K 0.72% 27
2025
Q2 		$1.98M Buy
3,484
+139
+4% +$73.1K 0.74% 28
2025
Q1 		$1.72M Buy
3,345
+92
+3% +$49.7K 0.72% 27
2024
Q4 		$1.75M Sell
3,253
-62
-2% -$33.6K 0.62% 30
2024
Q3 		$1.75M Buy
3,315
+18
+0.5% +$9.15K 0.61% 37
2024
Q2 		$1.65M Buy
3,297
+20
+0.6% +$9.62K 0.6% 35
2024
Q1 		$1.58M Sell
3,277
-31
-0.9% -$14.2K 0.58% 37
2023
Q4 		$1.45M Buy
3,308
+24
+0.7% +$9.83K 0.54% 41
2023
Q3 		$1.29M Buy
3,284
+124
+4% +$50.7K 0.64% 34
2023
Q2 		$1.29M Buy
3,160
+303
+11% +$117K 0.57% 41
2023
Q1 		$1.07M Buy
2,857
+59
+2% +$21.6K 0.55% 45
2022
Q4 		$983K Buy
2,798
+303
+12% +$107K 0.56% 41
2022
Q3 		$819K Buy
2,495
+64
+3% +$23.4K 0.5% 48
2022
Q2 		$843K Buy
2,431
+200
+9% +$75.3K 0.51% 50
2022
Q1 		$926K Buy
2,231
+321
+17% +$131K 0.43% 54
2021
Q4 		$834K Buy
+1,910
New +$806K 0.35% 62

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 Effects's VOO Position: Q2 2026 in Review

Wealth Effects reduced its Vanguard S&P 500 ETF (VOO) stake by 4.2% in Q2 2026, selling an estimated $111K and leaving 3,819 shares worth $2.62M. The position accounts for 0.71% of the portfolio, ranked #28.

Wealth Effects first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Wealth Effects held 3,819 shares of Vanguard S&P 500 ETF worth $2.62M as of Q2 2026.
  • Wealth Effects sold 167 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $111K.
  • Vanguard S&P 500 ETF made up 0.71% of Wealth Effects's portfolio in Q2 2026, its #28 holding.
  • Wealth Effects first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.