WEG
VOO icon

World Equity Group’s Vanguard S&P 500 ETF VOO Stock Holding History

World Equity 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 		$4.94M Sell
7,197
-123
-2% -$82K 1.11% 14
2026
Q1 		$4.38M Buy
7,320
+38
+0.5% +$23.8K 1.13% 15
2025
Q4 		$4.57M Buy
7,282
+437
+6% +$272K 1.27% 13
2025
Q3 		$4.19M Buy
6,845
+104
+2% +$61.3K 0.95% 19
2025
Q2 		$3.83M Buy
6,741
+1,256
+23% +$660K 1.04% 18
2025
Q1 		$2.82M Sell
5,485
-5,803
-51% -$3.14M 0.81% 26
2024
Q4 		$6.08M Buy
11,288
+6,129
+119% +$3.32M 1.3% 12
2024
Q3 		$2.72M Sell
5,159
-2,612
-34% -$1.33M 0.98% 20
2024
Q2 		$3.89M Sell
7,771
-7,851
-50% -$3.78M 1.16% 19
2024
Q1 		$7.51M Sell
15,622
-1,734
-10% -$794K 1.54% 11
2023
Q4 		$7.58M Buy
17,356
+1,236
+8% +$506K 1.52% 8
2023
Q3 		$6.33M Buy
16,120
+8,274
+105% +$3.38M 1.32% 9
2023
Q2 		$3.2M Sell
7,846
-10,070
-56% -$3.88M 0.94% 16
2023
Q1 		$1.37M Buy
17,916
+6,108
+52% +$2.24M 0.2% 126
2022
Q4 		$4.15M Sell
11,808
-60
-0.5% -$21.2K 0.98% 23
2022
Q3 		$3.9M Sell
11,868
-105
-0.9% -$38.4K 0.99% 21
2022
Q2 		$4.15M Buy
11,973
+795
+7% +$299K 1.04% 15
2022
Q1 		$4.64M Buy
+11,178
New +$4.58M 1% 17

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

World Equity Group's VOO Position: Q2 2026 in Review

World Equity Group reduced its Vanguard S&P 500 ETF (VOO) stake by 1.7% in Q2 2026, selling an estimated $82K and leaving 7,197 shares worth $4.94M. The position accounts for 1.11% of the portfolio, ranked #14.

World Equity Group first reported a position in VOO in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.58M in Q4 2023. 1,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • World Equity Group held 7,197 shares of Vanguard S&P 500 ETF worth $4.94M as of Q2 2026.
  • World Equity Group sold 123 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $82K.
  • Vanguard S&P 500 ETF made up 1.11% of World Equity Group's portfolio in Q2 2026, its #14 holding.
  • World Equity Group first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's Vanguard S&P 500 ETF position peaked at $7.58M in Q4 2023.
  • 1,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.