Back to VOO

Selective Wealth Management, Inc. → VOO

Selective Wealth Management, Inc. VOO Position History

Vanguard S&P 500 ETF

Quarters held
4
Latest value
$77.9M
Q3 2026
Peak value
$77.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$75.6M
Q1 2026$71.5M
Q2 2026$75.1M
Q3 2026$77.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$77.9M109.7K——
Q2 2026$75.1M110.0K——
Q1 2026$71.5M109.2K——
Q4 2025$75.6M118.7K——

Other funds holding VOO

Other Selective Wealth Management, Inc. positions

ETHA

ISHARES TR

$99.1M
ETHA

ISHARES TR

$96.9M
ETHA

ISHARES TR

$81.4M
ETHA

ISHARES TR

$78.8M
VGES

VANGUARD INDEX FDS

$77.9M
VGES

VANGUARD INDEX FDS

$75.6M
VGES

VANGUARD INDEX FDS

$75.1M
VGES

VANGUARD INDEX FDS

$71.5M