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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Archvest Wealth Advisors's VOO Position: Q1 2026 in Review

Archvest Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 31% in Q1 2026, buying an estimated $65K and bringing the position to 435 shares worth $260K. The position accounts for 0.17% of the portfolio, ranked #58.

Archvest Wealth Advisors first reported a position in VOO in Q4 2021 and has held it in 12 quarters since. The position peaked at $615K in Q1 2022. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Archvest Wealth Advisors held 435 shares of Vanguard S&P 500 ETF worth $260K as of Q1 2026.
Archvest Wealth Advisors bought 104 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $65K.
Vanguard S&P 500 ETF made up 0.17% of Archvest Wealth Advisors's portfolio in Q1 2026, its #58 holding.
Archvest Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 12 quarters since.
Archvest Wealth Advisors's Vanguard S&P 500 ETF position peaked at $615K in Q1 2022.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.