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Wealthquest’s Vanguard S&P 500 ETF VOO Stock Holding History

Wealthquest’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 		$1.42M Sell
2,373
-121
-5% -$75.7K 0.1% 43
2025
Q4 		$1.56M Buy
+2,494
New +$1.55M 0.12% 42
2025
Q3 		– Sell
-2,416
Closed -$1.37M – 124
2025
Q2 		$1.37M Sell
2,416
-50
-2% -$26.3K 0.11% 37
2025
Q1 		$1.27M Sell
2,466
-165
-6% -$89.2K 0.11% 40
2024
Q4 		$1.42M Sell
2,631
-143
-5% -$77.5K 0.12% 38
2024
Q3 		$1.45M Sell
2,774
-81
-3% -$41.2K 0.13% 39
2024
Q2 		$1.43M Sell
2,855
-416
-13% -$200K 0.15% 38
2024
Q1 		$1.57M Buy
3,271
+283
+9% +$130K 0.17% 37
2023
Q4 		$1.31M Sell
2,988
-204
-6% -$83.5K 0.14% 44
2023
Q3 		$1.25M Sell
3,192
-86
-3% -$35.2K 0.15% 45
2023
Q2 		$1.34M Sell
3,278
-109
-3% -$42.1K 0.16% 45
2023
Q1 		$1.27M Sell
3,387
-148
-4% -$54.3K 0.17% 43
2022
Q4 		$1.24M Sell
3,535
-8
-0.2% -$2.83K 0.16% 45
2022
Q3 		$1.16M Sell
3,543
-229
-6% -$83.6K 0.16% 47
2022
Q2 		$1.31M Sell
3,772
-730
-16% -$275K 0.2% 45
2022
Q1 		$1.97M Hold
4,502
– – 0.3% 35
2021
Q4 		$1.97M Sell
4,502
-2,114
-32% -$892K 0.3% 35
2021
Q3 		$2.61M Sell
6,616
-1,360
-17% -$552K 0.44% 27
2021
Q2 		$3.14M Sell
7,976
-1,134
-12% -$435K 0.54% 26
2021
Q1 		$3.32M Sell
9,110
-2,680
-23% -$950K 0.62% 22
2020
Q4 		$4.05M Sell
11,790
-3,358
-22% -$1.09M 0.87% 16
2020
Q3 		$4.66M Buy
15,148
+3,029
+25% +$923K 1.15% 17
2020
Q2 		$3.43M Buy
+12,119
New +$3.26M 0.87% 18
2019
Q4 		$1.13M Buy
+3,817
New +$1.08M 0.32% 54

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthquest's VOO Position: Q1 2026 in Review

Wealthquest reduced its Vanguard S&P 500 ETF (VOO) stake by 4.9% in Q1 2026, selling an estimated $75.7K and leaving 2,373 shares worth $1.42M. The position accounts for 0.1% of the portfolio, ranked #43.

Wealthquest first reported a position in VOO in Q4 2019 and has held it in 24 quarters since. The position peaked at $4.66M in Q3 2020. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Wealthquest held 2,373 shares of Vanguard S&P 500 ETF worth $1.42M as of Q1 2026.
  • Wealthquest sold 121 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $75.7K.
  • Vanguard S&P 500 ETF made up 0.1% of Wealthquest's portfolio in Q1 2026, its #43 holding.
  • Wealthquest first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 24 quarters since.
  • Wealthquest's Vanguard S&P 500 ETF position peaked at $4.66M in Q3 2020.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Wealthquest's 13F filing for Q1 2026, filed 7 May 2026.