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 Q2	$26.2M	Buy	38,096 +10,900	+40%	+$7.27M	9.06%	1
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

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

Wetzel Investment Advisors's VOO Position: Q2 2026 in Review

Wetzel Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 40% in Q2 2026, buying an estimated $7.27M and bringing the position to 38,096 shares worth $26.2M. The position accounts for 9.06% of the portfolio, ranked #1.

Wetzel Investment Advisors first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Wetzel Investment Advisors held 38,096 shares of Vanguard S&P 500 ETF worth $26.2M as of Q2 2026.
Wetzel Investment Advisors bought 10,900 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $7.27M.
Vanguard S&P 500 ETF made up 9.06% of Wetzel Investment Advisors's portfolio in Q2 2026, its #1 holding.
Wetzel Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.