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Wiser Advisor Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Wiser Advisor 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 		$5.65M Sell
8,220
-61
-0.7% -$40.7K 6.18% 2
2026
Q1 		$4.95M Sell
8,281
-132
-2% -$82.6K 5.98% 2
2025
Q4 		$5.28M Sell
8,413
-2
-0% -$1.24K 6.03% 2
2025
Q3 		$5.15M Sell
8,415
-278
-3% -$164K 6.41% 2
2025
Q2 		$4.94M Sell
8,693
-632
-7% -$332K 8.58% 1
2025
Q1 		$4.79M Sell
9,325
-249
-3% -$135K 7.08% 2
2024
Q4 		$5.16M Sell
9,574
-509
-5% -$276K 7.5% 2
2024
Q3 		$5.32M Sell
10,083
-391
-4% -$199K 7.94% 2
2024
Q2 		$5.24M Sell
10,474
-23
-0.2% -$11.1K 8.24% 2
2024
Q1 		$5.05M Buy
10,497
+57
+0.5% +$26.1K 7.91% 1
2023
Q4 		$4.56M Buy
+10,440
New +$4.27M 7.58% 2

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wiser Advisor Group's VOO Position: Q2 2026 in Review

Wiser Advisor Group reduced its Vanguard S&P 500 ETF (VOO) stake by 0.74% in Q2 2026, selling an estimated $40.7K and leaving 8,220 shares worth $5.65M. The position accounts for 6.18% of the portfolio, ranked #2.

Wiser Advisor Group first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Wiser Advisor Group held 8,220 shares of Vanguard S&P 500 ETF worth $5.65M as of Q2 2026.
  • Wiser Advisor Group sold 61 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $40.7K.
  • Vanguard S&P 500 ETF made up 6.18% of Wiser Advisor Group's portfolio in Q2 2026, its #2 holding.
  • Wiser Advisor Group first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.