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

Winnow Wealth’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	$1.13M	Buy	1,647 +730	+80%	+$487K	0.77%	31
2026 Q1	$548K	Buy	917 +654	+249%	+$409K	0.42%	76
2025 Q4	$165K	Buy	+263	New	+$163K	0.12%	112
2025 Q3	–	Sell	-555	Closed	-$315K	–	659
2025 Q2	$315K	Buy	+555	New	+$292K	0.23%	45

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

Winnow Wealth's VOO Position: Q2 2026 in Review

Winnow Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 80% in Q2 2026, buying an estimated $487K and bringing the position to 1,647 shares worth $1.13M. The position accounts for 0.77% of the portfolio, ranked #31.

Winnow Wealth first reported a position in VOO in Q2 2025 and has held it in 4 quarters since. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Winnow Wealth held 1,647 shares of Vanguard S&P 500 ETF worth $1.13M as of Q2 2026.
Winnow Wealth bought 730 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $487K.
Vanguard S&P 500 ETF made up 0.77% of Winnow Wealth's portfolio in Q2 2026, its #31 holding.
Winnow Wealth first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.