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Wellington-Altus USA’s Vanguard S&P 500 ETF VOO Stock Holding History

Wellington-Altus USA’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 		$1.24M Sell
2,071
-919
-31% -$613K 0.88% 25
2026
Q1 		$2.05M Buy
2,990
+919
+44% +$575K 1.21% 10
2025
Q4 		$1.3M Buy
+2,071
New +$1.29M 0.96% 23

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Wellington-Altus USA's VOO Position: Q2 2026 in Review

Wellington-Altus USA reduced its Vanguard S&P 500 ETF (VOO) stake by 31% in Q2 2026, selling an estimated $613K and leaving 2,071 shares worth $1.24M. The position accounts for 0.88% of the portfolio, ranked #25.

Wellington-Altus USA first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.05M in Q1 2026. 4,014 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Wellington-Altus USA held 2,071 shares of Vanguard S&P 500 ETF worth $1.24M as of Q2 2026.
  • Wellington-Altus USA sold 919 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $613K.
  • Vanguard S&P 500 ETF made up 0.88% of Wellington-Altus USA's portfolio in Q2 2026, its #25 holding.
  • Wellington-Altus USA first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Vanguard S&P 500 ETF position peaked at $2.05M in Q1 2026.
  • 4,014 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.