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

Archvest 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	$344K	Buy	501 +66	+15%	+$44K	0.2%	53
2026 Q1	$260K	Buy	435 +104	+31%	+$65K	0.17%	58
2025 Q4	$208K	Buy	+331	New	+$206K	0.13%	64
2024 Q4	–	Sell	-422	Closed	-$223K	–	73
2024 Q3	$223K	Sell	422 -191	-31%	-$97.1K	0.14%	59
2024 Q2	$307K	Buy	+613	New	+$295K	0.2%	51
2023 Q4	–	Sell	-972	Closed	-$382K	–	59
2023 Q3	$382K	Buy	972 +61	+7%	+$24.9K	0.31%	37
2023 Q2	$371K	Hold	911	–	–	0.3%	34
2023 Q1	$343K	Sell	911 -4,939	-84%	-$1.81M	0.3%	36
2022 Q4	$290K	Buy	5,850 +4,478	+326%	+$1.58M	0.29%	33
2022 Q3	$450K	Sell	1,372 -109	-7%	-$39.8K	0.46%	26
2022 Q2	$514K	Hold	1,481	–	–	0.51%	24
2022 Q1	$615K	Buy	1,481 +172	+13%	+$70.4K	0.55%	23
2021 Q4	$571K	Buy	+1,309	New	+$553K	0.49%	24

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

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

Archvest Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 15% in Q2 2026, buying an estimated $44K and bringing the position to 501 shares worth $344K. The position accounts for 0.2% of the portfolio, ranked #53.

Archvest Wealth Advisors first reported a position in VOO in Q4 2021 and has held it in 13 quarters since. The position peaked at $615K in Q1 2022. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Archvest Wealth Advisors held 501 shares of Vanguard S&P 500 ETF worth $344K as of Q2 2026.
Archvest Wealth Advisors bought 66 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $44K.
Vanguard S&P 500 ETF made up 0.2% of Archvest Wealth Advisors's portfolio in Q2 2026, its #53 holding.
Archvest Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 13 quarters since.
Archvest Wealth Advisors's Vanguard S&P 500 ETF position peaked at $615K in Q1 2022.
4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Archvest Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.