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Wealth Enhancement Trust Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Wealth Enhancement Trust Services’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 		$11.5M Buy
16,752
+2,064
+14% +$1.38M 1.28% 15
2026
Q1 		$8.78M Sell
14,688
-1,595
-10% -$998K 1.06% 24
2025
Q4 		$10.2M Buy
+16,283
New +$10.1M 1.29% 15

Other funds holding VOO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Wealth Enhancement Trust Services's VOO Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Vanguard S&P 500 ETF (VOO) stake by 14% in Q2 2026, buying an estimated $1.38M and bringing the position to 16,752 shares worth $11.5M. The position accounts for 1.28% of the portfolio, ranked #15.

Wealth Enhancement Trust Services first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 3,315 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Wealth Enhancement Trust Services held 16,752 shares of Vanguard S&P 500 ETF worth $11.5M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 2,064 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.38M.
  • Vanguard S&P 500 ETF made up 1.28% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #15 holding.
  • Wealth Enhancement Trust Services first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,315 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.