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Wealthedge Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Wealthedge Investment 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 		$687K Sell
999
-6
-0.6% -$4K 0.23% 84
2026
Q1 		$601K Buy
1,005
+111
+12% +$69.4K 0.22% 92
2025
Q4 		$561K Buy
894
+3
+0.3% +$1.86K 0.21% 85
2025
Q3 		$546K Buy
891
+168
+23% +$99K 0.21% 93
2025
Q2 		$411K Buy
723
+38
+6% +$20K 0.17% 108
2025
Q1 		$352K Hold
685
– – 0.16% 116
2024
Q4 		$369K Buy
+685
New +$371K 0.17% 110

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealthedge Investment Advisors's VOO Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.6% in Q2 2026, selling an estimated $4K and leaving 999 shares worth $687K. The position accounts for 0.23% of the portfolio, ranked #84.

Wealthedge Investment Advisors first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 1,442 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Wealthedge Investment Advisors held 999 shares of Vanguard S&P 500 ETF worth $687K as of Q2 2026.
  • Wealthedge Investment Advisors sold 6 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4K.
  • Vanguard S&P 500 ETF made up 0.23% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #84 holding.
  • Wealthedge Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,442 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.