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

Amplius 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 		$671K Buy
976
+185
+23% +$123K 0.05% 105
2026
Q1 		$473K Sell
791
-1
-0.1% -$625 0.04% 110
2025
Q4 		$497K Sell
792
-22
-3% -$13.7K 0.04% 105
2025
Q3 		$498K Sell
814
-1,898
-70% -$1.12M 0.04% 104
2025
Q2 		$1.54M Buy
2,712
+588
+28% +$309K 0.14% 65
2025
Q1 		$1.09M Buy
2,124
+18
+0.9% +$9.73K 0.11% 71
2024
Q4 		$1.13M Buy
2,106
+3
+0.1% +$1.63K 0.12% 70
2024
Q3 		$1.11M Buy
2,103
+720
+52% +$366K 0.12% 67
2024
Q2 		$692K Hold
1,383
– – 0.08% 83
2024
Q1 		$665K Sell
1,383
-302
-18% -$138K 0.07% 86
2023
Q4 		$736K Buy
1,685
+1
+0.1% +$409 0.09% 78
2023
Q3 		$661K Hold
1,684
– – 0.09% 83
2023
Q2 		$686K Buy
+1,684
New +$650K 0.09% 82
2022
Q1 		– Sell
-270
Closed -$117K – 892
2021
Q4 		$117K Buy
+270
New +$114K 0.02% 231

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

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

Amplius Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 23% in Q2 2026, buying an estimated $123K and bringing the position to 976 shares worth $671K. The position accounts for 0.05% of the portfolio, ranked #105.

Amplius Wealth Advisors first reported a position in VOO in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.54M in Q2 2025. 1,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Amplius Wealth Advisors held 976 shares of Vanguard S&P 500 ETF worth $671K as of Q2 2026.
  • Amplius Wealth Advisors bought 185 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $123K.
  • Vanguard S&P 500 ETF made up 0.05% of Amplius Wealth Advisors's portfolio in Q2 2026, its #105 holding.
  • Amplius Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 14 quarters since.
  • Amplius Wealth Advisors's Vanguard S&P 500 ETF position peaked at $1.54M in Q2 2025.
  • 1,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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