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

Wilkins Miller 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	$928K	Sell	1,553 -213	-12%	-$133K	0.56%	46
2025 Q4	$1.11M	Sell	1,766 -142	-7%	-$88.2K	0.66%	41
2025 Q3	$1.17M	Sell	1,908 -49	-3%	-$28.9K	0.72%	41
2025 Q2	$1.11M	Buy	1,957 +448	+30%	+$235K	0.76%	36
2025 Q1	$776K	Buy	+1,509	New	+$816K	0.58%	42

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

Wilkins Miller Wealth Management's VOO Position: Q1 2026 in Review

Wilkins Miller Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 12% in Q1 2026, selling an estimated $133K and leaving 1,553 shares worth $928K. The position accounts for 0.56% of the portfolio, ranked #46.

Wilkins Miller Wealth Management first reported a position in VOO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.17M in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Wilkins Miller Wealth Management held 1,553 shares of Vanguard S&P 500 ETF worth $928K as of Q1 2026.
Wilkins Miller Wealth Management sold 213 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $133K.
Vanguard S&P 500 ETF made up 0.56% of Wilkins Miller Wealth Management's portfolio in Q1 2026, its #46 holding.
Wilkins Miller Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
Wilkins Miller Wealth Management's Vanguard S&P 500 ETF position peaked at $1.17M in Q3 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.