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Weinberger Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Weinberger Asset Management’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 		– Sell
-3,319
Closed -$2.08M – 97
2025
Q4 		$2.08M Buy
3,319
+18
+0.5% +$11.2K 0.75% 33
2025
Q3 		$2.02M Buy
3,301
+10
+0.3% +$5.89K 0.73% 34
2025
Q2 		$1.87M Buy
3,291
+200
+6% +$105K 0.72% 34
2025
Q1 		$1.59M Sell
3,091
-46
-1% -$24.9K 0.68% 34
2024
Q4 		$1.69M Buy
3,137
+19
+0.6% +$10.3K 0.71% 35
2024
Q3 		$1.65M Sell
3,118
-8
-0.3% -$4.07K 0.7% 33
2024
Q2 		$1.56M Hold
3,126
– – 0.74% 33
2024
Q1 		$1.5M Buy
3,126
+78
+3% +$35.7K 0.73% 35
2023
Q4 		$1.33M Buy
3,048
+23
+0.8% +$9.42K 0.68% 35
2023
Q3 		$1.19M Buy
3,025
+266
+10% +$109K 0.68% 31
2023
Q2 		$1.12M Buy
2,759
+28
+1% +$10.8K 0.62% 34
2023
Q1 		$1.03M Buy
2,731
+524
+24% +$192K 0.6% 35
2022
Q4 		$775K Buy
2,207
+16
+0.7% +$5.65K 0.48% 39
2022
Q3 		$719K Buy
2,191
+11
+0.5% +$4.02K 0.5% 37
2022
Q2 		$756K Buy
2,180
+260
+14% +$97.9K 0.5% 38
2022
Q1 		$797K Buy
1,920
+113
+6% +$46.3K 0.68% 24
2021
Q4 		$789K Buy
+1,807
New +$763K 0.65% 25

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Weinberger Asset Management's VOO Position: Q1 2026 in Review

Weinberger Asset Management sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 3,319 shares — an estimated $2.08M sold.

Weinberger Asset Management first reported a position in VOO in Q4 2021 and held it in 17 quarters. The position peaked at $2.08M in Q4 2025. 3,852 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Weinberger Asset Management reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Weinberger Asset Management sold 3,319 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $2.08M.
  • Weinberger Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and held it in 17 quarters.
  • Weinberger Asset Management's Vanguard S&P 500 ETF position peaked at $2.08M in Q4 2025.
  • 3,852 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Weinberger Asset Management's 13F filing for Q1 2026, filed 8 May 2026.