Wellington Management Group
VOO icon

Wellington Management Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Wellington Management Group’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 		$380M Buy
636,534
+11,337
+2% +$7.09M 0.07% 243
2025
Q4 		$392M Sell
625,197
-58,874
-9% -$36.6M 0.07% 243
2025
Q3 		$419M Buy
684,071
+185,178
+37% +$109M 0.07% 234
2025
Q2 		$283M Buy
498,893
+49,108
+11% +$25.8M 0.05% 278
2025
Q1 		$231M Buy
449,785
+112,521
+33% +$60.8M 0.04% 314
2024
Q4 		$182M Buy
337,264
+251,714
+294% +$136M 0.03% 391
2024
Q3 		$45.1M Sell
85,550
-24,645
-22% -$12.5M 0.01% 728
2024
Q2 		$55.1M Hold
110,195
– – 0.01% 679
2024
Q1 		$53M Buy
110,195
+18,956
+21% +$8.68M 0.01% 692
2023
Q4 		$39.9M Hold
91,239
– – 0.01% 770
2023
Q3 		$35.8M Buy
91,239
+18,314
+25% +$7.49M 0.01% 790
2023
Q2 		$29.7M Hold
72,925
– – 0.01% 850
2023
Q1 		$27.4M Sell
72,925
-8,089
-10% -$2.97M 0.01% 852
2022
Q4 		$28.5M Hold
81,014
– – 0.01% 843
2022
Q3 		$26.6M Hold
81,014
– – 0.01% 835
2022
Q2 		$28.1M Hold
81,014
– – 0.01% 850
2022
Q1 		$33.6M Sell
81,014
-2,646
-3% -$1.08M 0.01% 875
2021
Q4 		$36.5M Hold
83,660
– – 0.01% 933
2021
Q3 		$33M Hold
83,660
– – 0.01% 938
2021
Q2 		$32.9M Buy
83,660
+10,735
+15% +$4.12M 0.01% 962
2021
Q1 		$26.6M Hold
72,925
– – ﹤0.01% 998
2020
Q4 		$25.1M Sell
72,925
-4,727
-6% -$1.54M ﹤0.01% 982
2020
Q3 		$23.9M Buy
77,652
+4,727
+6% +$1.44M ﹤0.01% 907
2020
Q2 		$20.7M Sell
72,925
-26,893
-27% -$7.24M ﹤0.01% 916
2020
Q1 		$23.6M Sell
99,818
-26,443
-21% -$7.41M 0.01% 838
2019
Q4 		$37.3M Buy
126,261
+53,336
+73% +$15.1M 0.01% 835
2019
Q3 		$19.9M Hold
72,925
– – ﹤0.01% 967
2019
Q2 		$19.6M Buy
+72,925
New +$19.3M ﹤0.01% 1012
2018
Q4 		– Sell
-912
Closed -$244K – 2211
2018
Q3 		$244K Sell
912
-13,775
-94% -$3.6M ﹤0.01% 2159
2018
Q2 		$3.67M Buy
+14,687
New +$3.65M ﹤0.01% 1577
2018
Q1 		– Sell
-22,804
Closed -$5.59M – 2325
2017
Q4 		$5.59M Buy
22,804
+2,378
+12% +$568K ﹤0.01% 1445
2017
Q3 		$4.71M Sell
20,426
-9,033
-31% -$2.05M ﹤0.01% 1493
2017
Q2 		$6.54M Buy
29,459
+376
+1% +$82.8K ﹤0.01% 1351
2017
Q1 		$6.29M Buy
29,083
+15,419
+113% +$3.29M ﹤0.01% 1374
2016
Q4 		$2.81M Sell
13,664
-4,556
-25% -$914K ﹤0.01% 1595
2016
Q3 		$3.62M Sell
18,220
-14,509
-44% -$2.88M ﹤0.01% 1494
2016
Q2 		$6.29M Sell
32,729
-2,884
-8% -$549K ﹤0.01% 1270
2016
Q1 		$6.71M Sell
35,613
-24,499
-41% -$4.38M ﹤0.01% 1268
2015
Q4 		$11.2M Buy
60,112
+48,178
+404% +$9.07M ﹤0.01% 1135
2015
Q3 		$2.1M Hold
11,934
– – ﹤0.01% 1622
2015
Q2 		$2.25M Sell
11,934
-112,218
-90% -$21.6M ﹤0.01% 1644
2015
Q1 		$23.5M Sell
124,152
-460,247
-79% -$87.1M 0.01% 986
2014
Q4 		$110M Buy
+584,399
New +$108M 0.03% 479

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 $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wellington Management Group's VOO Position: Q1 2026 in Review

Wellington Management Group increased its Vanguard S&P 500 ETF (VOO) stake by 1.8% in Q1 2026, buying an estimated $7.09M and bringing the position to 636,534 shares worth $380M. The position accounts for 0.07% of the portfolio, ranked #243.

Wellington Management Group first reported a position in VOO in Q4 2014 and has held it in 43 quarters since. The position peaked at $419M in Q3 2025. 3,842 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Wellington Management Group held 636,534 shares of Vanguard S&P 500 ETF worth $380M as of Q1 2026.
  • Wellington Management Group bought 11,337 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $7.09M.
  • Vanguard S&P 500 ETF made up 0.07% of Wellington Management Group's portfolio in Q1 2026, its #243 holding.
  • Wellington Management Group first reported a position in Vanguard S&P 500 ETF in Q4 2014 and has held it in 43 quarters since.
  • Wellington Management Group's Vanguard S&P 500 ETF position peaked at $419M in Q3 2025.
  • 3,842 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.