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

Wiser 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 Q2	$166M	Sell	241,952 -2,155	-0.9%	-$1.44M	31.79%	1
2026 Q1	$146M	Buy	244,107 +11,012	+5%	+$6.89M	31.45%	1
2025 Q4	$146M	Buy	233,095 +1,260	+0.5%	+$783K	32.5%	1
2025 Q3	$142M	Sell	231,835 -562	-0.2%	-$331K	32.46%	1
2025 Q2	$132M	Buy	232,397 +11,645	+5%	+$6.12M	33.06%	1
2025 Q1	$113M	Buy	220,752 +219	+0.1%	+$118K	31.83%	1
2024 Q4	$119M	Buy	220,533 +649	+0.3%	+$352K	33.35%	1
2024 Q3	$116M	Sell	219,884 -2,054	-0.9%	-$1.04M	33.26%	1
2024 Q2	$111M	Buy	221,938 +4,710	+2%	+$2.27M	34.37%	1
2024 Q1	$104M	Buy	217,228 +8,735	+4%	+$4M	34.26%	1
2023 Q4	$89.5M	Buy	208,493 +37,123	+22%	+$15.2M	32.63%	1
2023 Q3	$67.3M	Buy	171,370 +4,913	+3%	+$2.01M	27.36%	1
2023 Q2	$67.8M	Buy	166,457 +3,179	+2%	+$1.23M	27.22%	1
2023 Q1	$61.4M	Buy	163,278 +6,619	+4%	+$2.43M	26.23%	1
2022 Q4	$55M	Buy	156,659 +9,268	+6%	+$3.27M	25.43%	1
2022 Q3	$48.4M	Buy	147,391 +8,291	+6%	+$3.03M	25.29%	1
2022 Q2	$48.3M	Buy	+139,100	New	+$52.4M	25%	1

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

Wiser Wealth Management's VOO Position: Q2 2026 in Review

Wiser Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.88% in Q2 2026, selling an estimated $1.44M and leaving 241,952 shares worth $166M. The position accounts for 31.79% of the portfolio, ranked #1.

Wiser Wealth Management first reported a position in VOO in Q2 2022 and has held it in 17 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Wiser Wealth Management held 241,952 shares of Vanguard S&P 500 ETF worth $166M as of Q2 2026.
Wiser Wealth Management sold 2,155 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.44M.
Vanguard S&P 500 ETF made up 31.79% of Wiser Wealth Management's portfolio in Q2 2026, its #1 holding.
Wiser Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.