WMG Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

WMG Financial 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 Q1	$286K	Sell	478 -35	-7%	-$21.9K	0.12%	73
2025 Q4	$322K	Sell	513 -4,965	-91%	-$3.09M	0.13%	81
2025 Q3	$3.35M	Buy	5,478 +297	+6%	+$175K	1.12%	17
2025 Q2	$2.94M	Buy	5,181 +450	+10%	+$236K	1.09%	17
2025 Q1	$2.43M	Buy	4,731 +189	+4%	+$102K	1.03%	16
2024 Q4	$2.45M	Buy	4,542 +67	+1%	+$36.3K	1.05%	16
2024 Q3	$2.36M	Hold	4,475	–	–	1.07%	16
2024 Q2	$2.24M	Buy	4,475 +101	+2%	+$48.6K	1.18%	15
2024 Q1	$2.1M	Hold	4,374	–	–	1.2%	14
2023 Q4	$1.91M	Buy	4,374 +13	+0.3%	+$5.32K	1.25%	16
2023 Q3	$1.71M	Hold	4,361	–	–	1.45%	12
2023 Q2	$1.78M	Buy	4,361 +81	+2%	+$31.2K	1.31%	16
2023 Q1	$1.64M	Sell	4,280 -81	-2%	-$29.7K	1.36%	15
2022 Q4	$1.53M	Sell	4,361 -6	-0.1%	-$2.12K	1.3%	17
2022 Q3	$1.43M	Sell	4,367 -25	-0.6%	-$9.13K	1.29%	16
2022 Q2	$1.52M	Hold	4,392	–	–	1.32%	17
2022 Q1	$1.82M	Buy	4,392 +25	+0.6%	+$10.2K	1.34%	16
2021 Q4	$1.91M	Buy	+4,367	New	+$1.84M	1.49%	13

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

WMG Financial Advisors's VOO Position: Q1 2026 in Review

WMG Financial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 6.8% in Q1 2026, selling an estimated $21.9K and leaving 478 shares worth $286K. The position accounts for 0.12% of the portfolio, ranked #73.

WMG Financial Advisors first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.35M in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

WMG Financial Advisors held 478 shares of Vanguard S&P 500 ETF worth $286K as of Q1 2026.
WMG Financial Advisors sold 35 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $21.9K.
Vanguard S&P 500 ETF made up 0.12% of WMG Financial Advisors's portfolio in Q1 2026, its #73 holding.
WMG Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
WMG Financial Advisors's Vanguard S&P 500 ETF position peaked at $3.35M in Q3 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on WMG Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.