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 Q2	$793M	Buy	1,154,326 +24,199	+2%	+$16.1M	4.37%	3
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wealthspire Advisors (New York)'s VOO Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q2 2026, buying an estimated $16.1M and bringing the position to 1,154,326 shares worth $793M. The position accounts for 4.37% of the portfolio, ranked #3.

Wealthspire Advisors (New York) first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.41B in Q3 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Wealthspire Advisors (New York) held 1,154,326 shares of Vanguard S&P 500 ETF worth $793M as of Q2 2026.
Wealthspire Advisors (New York) bought 24,199 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $16.1M.
Vanguard S&P 500 ETF made up 4.37% of Wealthspire Advisors (New York)'s portfolio in Q2 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 31 quarters since.
Wealthspire Advisors (New York)'s Vanguard S&P 500 ETF position peaked at $1.41B in Q3 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.