AFO
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Aurelius Family Office’s Vanguard S&P 500 ETF VOO Stock Holding History

Aurelius Family Office’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 		$42.1M Sell
61,313
-1,164
-2% -$776K 16.59% 1
2026
Q1 		$37.3M Buy
62,477
+3,110
+5% +$1.94M 16.23% 1
2025
Q4 		$37.5M Buy
59,367
+1,121
+2% +$697K 16.15% 1
2025
Q3 		$35.7M Sell
58,246
-1,384
-2% -$816K 15.87% 1
2025
Q2 		$33.9M Buy
59,630
+792
+1% +$416K 16.01% 1
2025
Q1 		$30.2M Buy
58,838
+244
+0.4% +$132K 15.34% 1
2024
Q4 		$31.6M Buy
+58,594
New +$31.7M 15.93% 1

Other funds holding VOO

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Aurelius Family Office's VOO Position: Q2 2026 in Review

Aurelius Family Office reduced its Vanguard S&P 500 ETF (VOO) stake by 1.9% in Q2 2026, selling an estimated $776K and leaving 61,313 shares worth $42.1M. The position accounts for 16.59% of the portfolio, ranked #1.

Aurelius Family Office first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 1,727 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Aurelius Family Office held 61,313 shares of Vanguard S&P 500 ETF worth $42.1M as of Q2 2026.
  • Aurelius Family Office sold 1,164 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $776K.
  • Vanguard S&P 500 ETF made up 16.59% of Aurelius Family Office's portfolio in Q2 2026, its #1 holding.
  • Aurelius Family Office first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,727 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.