Altus Wealth Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Altus Wealth Group’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	$295K	Hold	430	–	–	0.11%	114
2026 Q1	$257K	Hold	430	–	–	0.11%	118
2025 Q4	$270K	Buy	430 +26	+6%	+$16.2K	0.11%	114
2025 Q3	$247K	Buy	+404	New	+$238K	0.1%	119
2023 Q4	–	Sell	-1,084	Closed	-$426K	–	143
2023 Q3	$426K	Hold	1,084	–	–	0.27%	83
2023 Q2	$441K	Buy	1,084 +103	+10%	+$39.7K	0.27%	85
2023 Q1	$369K	Buy	+981	New	+$360K	0.25%	90
2021 Q2	–	Sell	-343	Closed	-$131K	–	166
2021 Q1	$131K	Sell	343 -200	-37%	-$70.9K	0.13%	109
2020 Q4	$187K	Buy	+543	New	+$177K	0.18%	100

Other funds holding VOO

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Altus Wealth Group's VOO Position: Q2 2026 in Review

Altus Wealth Group held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 430 shares worth $295K. The position accounts for 0.11% of the portfolio, ranked #114.

Altus Wealth Group first reported a position in VOO in Q4 2020 and has held it in 9 quarters since. The position peaked at $441K in Q2 2023. 1,870 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Altus Wealth Group held 430 shares of Vanguard S&P 500 ETF worth $295K as of Q2 2026.
Altus Wealth Group left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.11% of Altus Wealth Group's portfolio in Q2 2026, its #114 holding.
Altus Wealth Group first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 9 quarters since.
Altus Wealth Group's Vanguard S&P 500 ETF position peaked at $441K in Q2 2023.
1,870 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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