4A
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4Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

4Wealth 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
Q2 		$2.42M Buy
3,551
+197
+6% +$131K 1.86% 11
2026
Q1 		$1.95M Buy
3,354
+164
+5% +$103K 1.66% 13
2025
Q4 		$2M Buy
3,190
+49
+2% +$30.5K 1.71% 11
2025
Q3 		$1.92M Buy
3,141
+1,155
+58% +$681K 1.72% 12
2025
Q2 		$1.13M Buy
1,986
+314
+19% +$165K 1.15% 23
2025
Q1 		$859K Buy
1,672
+1,075
+180% +$581K 0.94% 29
2024
Q4 		$322K Buy
+597
New +$323K 0.32% 109

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

4Wealth Advisors's VOO Position: Q2 2026 in Review

4Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 5.9% in Q2 2026, buying an estimated $131K and bringing the position to 3,551 shares worth $2.42M. The position accounts for 1.86% of the portfolio, ranked #11.

4Wealth Advisors first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • 4Wealth Advisors held 3,551 shares of Vanguard S&P 500 ETF worth $2.42M as of Q2 2026.
  • 4Wealth Advisors bought 197 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $131K.
  • Vanguard S&P 500 ETF made up 1.86% of 4Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • 4Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.