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

Arkadios 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 		$28M Buy
46,839
+202
+0.4% +$126K 0.46% 39
2025
Q4 		$29.2M Buy
46,637
+5,495
+13% +$3.41M 0.57% 32
2025
Q3 		$25.2M Buy
41,142
+1,174
+3% +$692K 0.6% 26
2025
Q2 		$22.7M Buy
39,968
+4,147
+12% +$2.18M 0.67% 25
2025
Q1 		$18.4M Sell
35,821
-5,968
-14% -$3.23M 0.7% 22
2024
Q4 		$22.5M Sell
41,789
-2,839
-6% -$1.54M 1.23% 10
2024
Q3 		$23.5M Sell
44,628
-1,291
-3% -$656K 1.33% 10
2024
Q2 		$23M Buy
45,919
+1,025
+2% +$493K 1.55% 9
2024
Q1 		$21.6M Sell
44,894
-1,941
-4% -$888K 1.67% 9
2023
Q4 		$20.5M Buy
46,835
+582
+1% +$238K 1.73% 8
2023
Q3 		$18.2M Buy
46,253
+40,841
+755% +$16.7M 1.72% 8
2023
Q2 		$2.2M Sell
5,412
-146
-3% -$56.3K 0.26% 97
2023
Q1 		$2.09M Sell
5,558
-35
-0.6% -$12.8K 0.25% 108
2022
Q4 		$1.97M Sell
5,593
-285
-5% -$101K 0.26% 106
2022
Q3 		$1.93M Buy
5,878
+1,833
+45% +$669K 0.29% 94
2022
Q2 		$1.4M Sell
4,045
-49
-1% -$18.5K 0.21% 138
2022
Q1 		$1.7M Buy
4,094
+11
+0.3% +$4.5K 0.22% 114
2021
Q4 		$1.78M Buy
4,083
+1,012
+33% +$427K 0.24% 100
2021
Q3 		$1.21M Sell
3,071
-731
-19% -$297K 0.17% 137
2021
Q2 		$1.5M Buy
3,802
+1,492
+65% +$573K 0.18% 142
2021
Q1 		$841K Buy
2,310
+586
+34% +$208K 0.14% 175
2020
Q4 		$592K Buy
1,724
+1,515
+725% +$494K 0.12% 173
2020
Q3 		$66.8K Buy
209
+10
+5% +$3.05K 0.03% 354
2020
Q2 		$58.3K Sell
199
-29
-13% -$7.81K 0.03% 349
2020
Q1 		$54K Buy
228
+20
+10% +$5.6K 0.03% 325
2019
Q4 		$64.3K Buy
+208
New +$58.8K 0.04% 286

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Arkadios Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.43% in Q1 2026, buying an estimated $126K and bringing the position to 46,839 shares worth $28M. The position accounts for 0.46% of the portfolio, ranked #39.

Arkadios Wealth Advisors first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. The position peaked at $29.2M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Arkadios Wealth Advisors held 46,839 shares of Vanguard S&P 500 ETF worth $28M as of Q1 2026.
  • Arkadios Wealth Advisors bought 202 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $126K.
  • Vanguard S&P 500 ETF made up 0.46% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #39 holding.
  • Arkadios Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's Vanguard S&P 500 ETF position peaked at $29.2M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.