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

Adapt 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	$4.47M	Sell	6,511 -33	-0.5%	-$22K	1.46%	16
2026 Q1	$3.91M	Sell	6,544 -96	-1%	-$60K	1.42%	18
2025 Q4	$4.16M	Sell	6,640 -1	-0%	-$621	1.43%	17
2025 Q3	$4.07M	Sell	6,641 -334	-5%	-$197K	1.5%	16
2025 Q2	$3.96M	Sell	6,975 -138	-2%	-$72.5K	1.77%	17
2025 Q1	$3.66M	Sell	7,113 -5	-0.1%	-$2.7K	1.78%	17
2024 Q4	$3.84M	Sell	7,118 -160	-2%	-$86.7K	1.89%	18
2024 Q3	$3.84M	Sell	7,278 -261	-3%	-$133K	2.06%	17
2024 Q2	$3.77M	Buy	7,539 +44	+0.6%	+$21.2K	2.36%	16
2024 Q1	$3.6M	Buy	+7,495	New	+$3.43M	2.56%	14

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Adapt Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.5% in Q2 2026, selling an estimated $22K and leaving 6,511 shares worth $4.47M. The position accounts for 1.46% of the portfolio, ranked #16.

Adapt Wealth Advisors first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Adapt Wealth Advisors held 6,511 shares of Vanguard S&P 500 ETF worth $4.47M as of Q2 2026.
Adapt Wealth Advisors sold 33 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $22K.
Vanguard S&P 500 ETF made up 1.46% of Adapt Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Adapt Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.