Wingate Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Wingate Wealth 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	$1.89M	Sell	2,747 -1,256	-31%	-$837K	0.83%	30
2026 Q1	$2.39M	Buy	4,003 +35	+0.9%	+$21.9K	1.28%	21
2025 Q4	$2.49M	Buy	3,968 +538	+16%	+$334K	1.39%	19
2025 Q3	$2.1M	Buy	3,430 +824	+32%	+$486K	1.46%	22
2025 Q2	$1.48M	Buy	2,606 +124	+5%	+$65.2K	1.32%	29
2025 Q1	$1.28M	Buy	2,482 +314	+14%	+$170K	1.47%	29
2024 Q4	$1.17M	Buy	+2,168	New	+$1.17M	1.15%	25

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

Wingate Wealth Advisors's VOO Position: Q2 2026 in Review

Wingate Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 31% in Q2 2026, selling an estimated $837K and leaving 2,747 shares worth $1.89M. The position accounts for 0.83% of the portfolio, ranked #30.

Wingate Wealth Advisors first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.49M in Q4 2025. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Wingate Wealth Advisors held 2,747 shares of Vanguard S&P 500 ETF worth $1.89M as of Q2 2026.
Wingate Wealth Advisors sold 1,256 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $837K.
Vanguard S&P 500 ETF made up 0.83% of Wingate Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Wingate Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Wingate Wealth Advisors's Vanguard S&P 500 ETF position peaked at $2.49M in Q4 2025.
3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.