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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
Q2 		$32.9M Buy
47,832
+993
+2% +$662K 0.5% 33
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

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Arkadios Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q2 2026, buying an estimated $662K and bringing the position to 47,832 shares worth $32.9M. The position accounts for 0.5% of the portfolio, ranked #33.

Arkadios Wealth Advisors first reported a position in VOO in Q4 2019 and has held it in 27 quarters since. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Arkadios Wealth Advisors held 47,832 shares of Vanguard S&P 500 ETF worth $32.9M as of Q2 2026.
  • Arkadios Wealth Advisors bought 993 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $662K.
  • Vanguard S&P 500 ETF made up 0.5% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Arkadios Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.