ForthRight Wealth Management, LLC VOO holdings history
VANGUARD S&P 500 ETF · CUSIP 922908363 · CIK 1841633
As of 2026-06-30, ForthRight Wealth Management, LLC reported 76.08K VOO (shares), valued at $52.26M, or 13.37% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares decreased 2.98%; reported value increased 11.51%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 13.37% | 76,085 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 13.29% | 78,422 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 14.23% | 78,913 | SEC filing ↗Filed Jan 13, 2026 |
| Q3 2025 | 14.32% | 80,462 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 14.06% | 79,374 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 13.15% | 76,499 | SEC filing ↗Filed Apr 15, 2025 |
| Q4 2024 | 13.52% | 75,276 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 13.25% | 75,417 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 13.84% | 76,978 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 13.55% | 78,515 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 13.23% | 78,170 | SEC filing ↗Filed Jan 23, 2024 |
| Q3 2023 | 12.82% | 75,748 | SEC filing ↗Filed Oct 24, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 12.82% | 75,748 | $29.75M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 24, 2023 |
| Q4 2023 | 13.23% | 78,170 | $34.14M | Shares increased 3.20%; reported value increased 14.79%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 13.55% | 78,515 | $37.74M | Shares increased 0.44%; reported value increased 10.54%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 13.84% | 76,978 | $38.50M | Shares decreased 1.96%; reported value increased 2.01%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 13.25% | 75,417 | $39.80M | Shares decreased 2.03%; reported value increased 3.37%, and weight changed -0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 13.52% | 75,276 | $40.56M | Shares decreased 0.19%; reported value increased 1.92%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 13.15% | 76,499 | $39.31M | Shares increased 1.62%; reported value decreased 3.07%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2025 |
| Q2 2025 | 14.06% | 79,374 | $45.09M | Shares increased 3.76%; reported value increased 14.68%, and weight changed +0.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 14.32% | 80,462 | $49.27M | Shares increased 1.37%; reported value increased 9.29%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 14.23% | 78,913 | $49.49M | Shares decreased 1.93%; reported value increased 0.44%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2026 |
| Q1 2026 | 13.29% | 78,422 | $46.86M | Shares decreased 0.62%; reported value decreased 5.31%, and weight changed -0.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 13.37% | 76,085 | $52.26M | Shares decreased 2.98%; reported value increased 11.51%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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