Wetzel Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Wetzel Investment Advisors’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	$16.3M	Buy	27,196 +1,593	+6%	+$996K	6.46%	4
2025 Q4	$16.1M	Buy	25,603 +577	+2%	+$359K	6.5%	3
2025 Q3	$15.4M	Buy	25,026 +52	+0.2%	+$30.7K	6.56%	2
2025 Q2	$14.2M	Buy	24,974 +319	+1%	+$168K	6.51%	2
2025 Q1	$12.7M	Buy	24,655 +437	+2%	+$236K	6.39%	3
2024 Q4	$13M	Buy	24,218 +379	+2%	+$205K	6.48%	3
2024 Q3	$12.6M	Buy	23,839 +2,747	+13%	+$1.4M	6.34%	3
2024 Q2	$10.1M	Sell	21,092 -75	-0.4%	-$36.1K	5.8%	2
2024 Q1	$9.71M	Buy	21,167 +590	+3%	+$270K	5.72%	2
2023 Q4	$8.99M	Buy	+20,577	New	+$8.42M	5.52%	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

Wetzel Investment Advisors's VOO Position: Q1 2026 in Review

Wetzel Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 6.2% in Q1 2026, buying an estimated $996K and bringing the position to 27,196 shares worth $16.3M. The position accounts for 6.46% of the portfolio, ranked #4.

Wetzel Investment Advisors first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Wetzel Investment Advisors held 27,196 shares of Vanguard S&P 500 ETF worth $16.3M as of Q1 2026.
Wetzel Investment Advisors bought 1,593 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $996K.
Vanguard S&P 500 ETF made up 6.46% of Wetzel Investment Advisors's portfolio in Q1 2026, its #4 holding.
Wetzel Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Wetzel Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.