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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in VANGUARD S&P 500 ETF

AE Wealth Management LLC holds 332,032 shares of VOO (VANGUARD S&P 500 ETF), worth $228M as of 2026-Q2. The position was increased (+4.7% shares). VOO represents 1.1% of AE Wealth Management LLC's portfolio.

Current Value

$228M

Current Shares

332,032

Total Value Change

+$29.4M

Total Shares Change

-44,431

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
332,032
+4.7%
$228M1.1%$686.81
51
2026-Q1
Decreased
317,194
-6.2%
$189.5M1.0%$595.81
0
2025-Q4
Increased
338,280
+1.9%
$212.1M1.2%$623.34
49
2025-Q3
Increased
331,857
+1.4%
$203.2M1.3%$606.96
49
2025-Q2
Decreased
327,430
-7.9%
$186M1.4%$561.40
0
2025-Q1
Decreased
355,535
-2.1%
$182.7M1.5%$506.35
0
2024-Q4
Decreased
363,064
-3.6%
$195.6M1.7%$529.05
0
2024-Q3
Decreased
376,463
-7.5%
$198.6M1.8%$516.46
0

Other major holders of VOO: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, Vanguard Global Advisers, LLC, VANGUARD GROUP INC

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