AWA
VOO icon

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

Alta 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 		$871K Buy
1,268
+84
+7% +$56K 0.24% 79
2026
Q1 		$707K Buy
1,184
+257
+28% +$161K 0.23% 82
2025
Q4 		$581K Buy
927
+146
+19% +$90.7K 0.19% 94
2025
Q3 		$478K Hold
781
– – 0.17% 95
2025
Q2 		$443K Sell
781
-13
-2% -$6.83K 0.21% 74
2025
Q1 		$408K Sell
794
-103
-11% -$55.7K 0.19% 92
2024
Q4 		$483K Buy
897
+6
+0.7% +$3.25K 0.21% 90
2024
Q3 		$470K Hold
891
– – 0.21% 88
2024
Q2 		$446K Hold
891
– – 0.22% 84
2024
Q1 		$428K Hold
891
– – 0.22% 90
2023
Q4 		$389K Sell
891
-331
-27% -$136K 0.22% 90
2023
Q3 		$480K Hold
1,222
– – 0.29% 88
2023
Q2 		$498K Sell
1,222
-27
-2% -$10.4K 0.29% 90
2023
Q1 		$470K Sell
1,249
-35
-3% -$12.8K 0.3% 94
2022
Q4 		$451K Sell
1,284
-78
-6% -$27.6K 0.3% 100
2022
Q3 		$447K Hold
1,362
– – 0.32% 98
2022
Q2 		$471K Sell
1,362
-28
-2% -$10.5K 0.33% 93
2022
Q1 		$577K Sell
1,390
-55
-4% -$22.5K 0.34% 92
2021
Q4 		$631K Sell
1,445
-38
-3% -$16K 0.39% 83
2021
Q3 		$585K Sell
1,483
-75
-5% -$30.4K 0.42% 81
2021
Q2 		$613K Sell
1,558
-170
-10% -$65.3K 0.45% 87
2021
Q1 		$630K Sell
1,728
-5
-0.3% -$1.77K 0.53% 73
2020
Q4 		$596K Buy
+1,733
New +$565K 0.5% 70

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Alta Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 7.1% in Q2 2026, buying an estimated $56K and bringing the position to 1,268 shares worth $871K. The position accounts for 0.24% of the portfolio, ranked #79.

Alta Wealth Advisors first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Alta Wealth Advisors held 1,268 shares of Vanguard S&P 500 ETF worth $871K as of Q2 2026.
  • Alta Wealth Advisors bought 84 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $56K.
  • Vanguard S&P 500 ETF made up 0.24% of Alta Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • Alta Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.