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Wheelhouse Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Wheelhouse Advisory 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
Q2 		$30.9M Buy
44,932
+1,442
+3% +$961K 8.71% 4
2026
Q1 		$26M Buy
43,490
+1,451
+3% +$907K 8.61% 3
2025
Q4 		$26.6M Buy
42,039
+1,800
+4% +$1.12M 10.1% 2
2025
Q3 		$24.6M Buy
40,239
+2,301
+6% +$1.36M 10.61% 2
2025
Q2 		$21.6M Buy
37,938
+1,909
+5% +$1M 10.62% 2
2025
Q1 		$18.5M Buy
36,029
+828
+2% +$448K 10.57% 1
2024
Q4 		$19M Buy
35,201
+1,144
+3% +$620K 11.26% 1
2024
Q3 		$18M Buy
34,057
+977
+3% +$497K 11.57% 1
2024
Q2 		$16.7M Buy
33,080
+1,132
+4% +$545K 11.75% 1
2024
Q1 		$15.4M Buy
31,948
+1,684
+6% +$771K 11.79% 1
2023
Q4 		$13.2M Buy
+30,264
New +$12.4M 11.54% 1

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wheelhouse Advisory Group's VOO Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its Vanguard S&P 500 ETF (VOO) stake by 3.3% in Q2 2026, buying an estimated $961K and bringing the position to 44,932 shares worth $30.9M. The position accounts for 8.71% of the portfolio, ranked #4.

Wheelhouse Advisory Group first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 2,842 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Wheelhouse Advisory Group held 44,932 shares of Vanguard S&P 500 ETF worth $30.9M as of Q2 2026.
  • Wheelhouse Advisory Group bought 1,442 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $961K.
  • Vanguard S&P 500 ETF made up 8.71% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #4 holding.
  • Wheelhouse Advisory Group first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,842 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.