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Whalen Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Whalen Wealth 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 		$1.73M Buy
2,893
+1,749
+153% +$1.09M 0.93% 26
2025
Q4 		$717K Buy
1,144
+14
+1% +$8.7K 0.39% 69
2025
Q3 		$692K Sell
1,130
-271
-19% -$160K 0.4% 59
2025
Q2 		$796K Buy
1,401
+121
+9% +$63.6K 0.5% 59
2025
Q1 		$658K Sell
1,280
-1,103
-46% -$596K 0.44% 45
2024
Q4 		$1.28M Sell
2,383
-232
-9% -$126K 0.89% 20
2024
Q3 		$1.38M Buy
+2,615
New +$1.33M 0.98% 22

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 $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Whalen Wealth Management's VOO Position: Q1 2026 in Review

Whalen Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 153% in Q1 2026, buying an estimated $1.09M and bringing the position to 2,893 shares worth $1.73M. The position accounts for 0.93% of the portfolio, ranked #26.

Whalen Wealth Management first reported a position in VOO in Q3 2024 and has held it in 7 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Whalen Wealth Management held 2,893 shares of Vanguard S&P 500 ETF worth $1.73M as of Q1 2026.
  • Whalen Wealth Management bought 1,749 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.09M.
  • Vanguard S&P 500 ETF made up 0.93% of Whalen Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Whalen Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.