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Allium Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Allium Financial 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
Q1 		$1.13M Buy
1,887
+26
+1% +$16.3K 0.9% 20
2025
Q4 		$1.17M Buy
1,861
+11
+0.6% +$6.84K 0.93% 22
2025
Q3 		$1.13M Sell
1,850
-327
-15% -$193K 0.94% 21
2025
Q2 		$1.24M Buy
2,177
+12
+0.6% +$6.31K 1.08% 19
2025
Q1 		$1.11M Buy
+2,165
New +$1.17M 1.01% 20

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Allium Financial Advisors's VOO Position: Q1 2026 in Review

Allium Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 1.4% in Q1 2026, buying an estimated $16.3K and bringing the position to 1,887 shares worth $1.13M. The position accounts for 0.9% of the portfolio, ranked #20.

Allium Financial Advisors first reported a position in VOO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.24M in Q2 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Allium Financial Advisors held 1,887 shares of Vanguard S&P 500 ETF worth $1.13M as of Q1 2026.
  • Allium Financial Advisors bought 26 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $16.3K.
  • Vanguard S&P 500 ETF made up 0.9% of Allium Financial Advisors's portfolio in Q1 2026, its #20 holding.
  • Allium Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's Vanguard S&P 500 ETF position peaked at $1.24M in Q2 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.