Wealthspire Advisors (New York)’s Vanguard S&P 500 ETF VOO Stock Holding History

Wealthspire Advisors (New York)’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	$675M	Sell	1,130,127 -26,835	-2%	-$16.8M	5.3%	3
2025 Q4	$726M	Sell	1,156,962 -1,152,658	-50%	-$716M	5.77%	3
2025 Q3	$1.41B	Sell	2,309,620 -1,680	-0.1%	-$990K	7.4%	3
2025 Q2	$1.31B	Sell	2,311,300 -40,256	-2%	-$21.2M	7.38%	2
2025 Q1	$1.21B	Buy	2,351,556 +1,180,040	+101%	+$638M	7.22%	2
2024 Q4	$631M	Buy	1,171,516 +7,949	+0.7%	+$4.31M	6.27%	2
2024 Q3	$614M	Buy	1,163,567 +7,204	+0.6%	+$3.66M	6.25%	2
2024 Q2	$578M	Buy	1,156,363 +31,288	+3%	+$15.1M	7.41%	2
2024 Q1	$541M	Sell	1,125,075 -18,565	-2%	-$8.5M	7.21%	2
2023 Q4	$500M	Buy	1,143,640 +28,938	+3%	+$11.8M	7.1%	2
2023 Q3	$438M	Buy	1,114,702 +28,531	+3%	+$11.7M	7.23%	2
2023 Q2	$442M	Sell	1,086,171 -7,197	-0.7%	-$2.78M	7.23%	2
2023 Q1	$411M	Buy	1,093,368 +23,823	+2%	+$8.74M	7.06%	3
2022 Q4	$376M	Sell	1,069,545 -5,174	-0.5%	-$1.83M	6.84%	3
2022 Q3	$353M	Buy	1,074,719 +25,968	+2%	+$9.48M	7.37%	3
2022 Q2	$364M	Buy	1,048,751 +6,613	+0.6%	+$2.49M	7.61%	3
2022 Q1	$433M	Buy	1,042,138 +22,117	+2%	+$9.05M	9.73%	3
2021 Q4	$445M	Sell	1,020,021 -1,950	-0.2%	-$823K	9.85%	2
2021 Q3	$403M	Sell	1,021,971 -34,998	-3%	-$14.2M	8.36%	2
2021 Q2	$416M	Sell	1,056,969 -7,430	-0.7%	-$2.85M	10.93%	2
2021 Q1	$388M	Buy	1,064,399 +21,861	+2%	+$7.75M	9.2%	2
2020 Q4	$358M	Buy	1,042,538 +441,094	+73%	+$144M	10.66%	1
2020 Q3	$185M	Sell	601,444 -17,698	-3%	-$5.39M	11%	1
2020 Q2	$175M	Sell	619,142 -464,189	-43%	-$125M	12.22%	1
2020 Q1	$257M	Buy	1,083,331 +427,636	+65%	+$120M	10.75%	1
2019 Q4	$194M	Sell	655,695 -11,086	-2%	-$3.14M	14.12%	2
2019 Q3	$182M	Sell	666,781 -11,017	-2%	-$2.99M	14.88%	3
2019 Q2	$182M	Sell	677,798 -19,984	-3%	-$5.29M	15.89%	2
2019 Q1	$181M	Sell	697,782 -35,995	-5%	-$8.99M	16.79%	2
2018 Q4	$169M	Buy	+733,777	New	+$182M	16.25%	2

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealthspire Advisors (New York)'s VOO Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q1 2026, selling an estimated $16.8M and leaving 1,130,127 shares worth $675M. The position accounts for 5.3% of the portfolio, ranked #3.

Wealthspire Advisors (New York) first reported a position in VOO in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.41B in Q3 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Wealthspire Advisors (New York) held 1,130,127 shares of Vanguard S&P 500 ETF worth $675M as of Q1 2026.
Wealthspire Advisors (New York) sold 26,835 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $16.8M.
Vanguard S&P 500 ETF made up 5.3% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #3 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
Wealthspire Advisors (New York)'s Vanguard S&P 500 ETF position peaked at $1.41B in Q3 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.