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A4 Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

A4 Wealth 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 		$19.2M Buy
27,918
+16,495
+144% +$11M 12.72% 1
2026
Q1 		$6.83M Buy
11,423
+6,272
+122% +$3.92M 5.58% 6
2025
Q4 		$3.23M Buy
5,151
+333
+7% +$207K 2.8% 7
2025
Q3 		$2.95M Buy
+4,818
New +$2.84M 2.49% 6

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FI
FJ Investments Salt Lake City, Utah $1.84B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

A4 Wealth Advisors's VOO Position: Q2 2026 in Review

A4 Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 144% in Q2 2026, buying an estimated $11M and bringing the position to 27,918 shares worth $19.2M. The position accounts for 12.72% of the portfolio, ranked #1.

A4 Wealth Advisors first reported a position in VOO in Q3 2025 and has held it in 4 quarters since. 2,624 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • A4 Wealth Advisors held 27,918 shares of Vanguard S&P 500 ETF worth $19.2M as of Q2 2026.
  • A4 Wealth Advisors bought 16,495 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $11M.
  • Vanguard S&P 500 ETF made up 12.72% of A4 Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • A4 Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.