Avaii Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Avaii Wealth Management’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	$428K	Buy	623 +126	+25%	+$84K	0.13%	106
2026 Q1	$297K	Buy	497 +28	+6%	+$17.5K	0.1%	123
2025 Q4	$294K	Buy	469 +93	+25%	+$57.8K	0.11%	113
2025 Q3	$230K	Buy	376 +5	+1%	+$2.95K	0.09%	132
2025 Q2	$211K	Buy	+371	New	+$195K	0.09%	129
2025 Q1	–	Sell	-415	Closed	-$224K	–	138
2024 Q4	$224K	Buy	415 +1	+0.2%	+$542	0.11%	118
2024 Q3	$218K	Hold	414	–	–	0.11%	123
2024 Q2	$207K	Buy	+414	New	+$199K	0.11%	138

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

Avaii Wealth Management's VOO Position: Q2 2026 in Review

Avaii Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 25% in Q2 2026, buying an estimated $84K and bringing the position to 623 shares worth $428K. The position accounts for 0.13% of the portfolio, ranked #106.

Avaii Wealth Management first reported a position in VOO in Q2 2024 and has held it in 8 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Avaii Wealth Management held 623 shares of Vanguard S&P 500 ETF worth $428K as of Q2 2026.
Avaii Wealth Management bought 126 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $84K.
Vanguard S&P 500 ETF made up 0.13% of Avaii Wealth Management's portfolio in Q2 2026, its #106 holding.
Avaii Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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