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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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wiser Advisor Group's VOO Position: Q1 2026 in Review

Wiser Advisor Group reduced its Vanguard S&P 500 ETF (VOO) stake by 1.6% in Q1 2026, selling an estimated $82.6K and leaving 8,281 shares worth $4.95M. The position accounts for 5.98% of the portfolio, ranked #2.

Wiser Advisor Group first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.32M in Q3 2024. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Wiser Advisor Group held 8,281 shares of Vanguard S&P 500 ETF worth $4.95M as of Q1 2026.
  • Wiser Advisor Group sold 132 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $82.6K.
  • Vanguard S&P 500 ETF made up 5.98% of Wiser Advisor Group's portfolio in Q1 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 10 quarters since.
  • Wiser Advisor Group's Vanguard S&P 500 ETF position peaked at $5.32M in Q3 2024.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.