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 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

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

Avaii Wealth Management's VOO Position: Q1 2026 in Review

Avaii Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 6% in Q1 2026, buying an estimated $17.5K and bringing the position to 497 shares worth $297K. The position accounts for 0.1% of the portfolio, ranked #123.

Avaii Wealth Management first reported a position in VOO in Q2 2024 and has held it in 7 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Avaii Wealth Management held 497 shares of Vanguard S&P 500 ETF worth $297K as of Q1 2026.
Avaii Wealth Management bought 28 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $17.5K.
Vanguard S&P 500 ETF made up 0.1% of Avaii Wealth Management's portfolio in Q1 2026, its #123 holding.
Avaii Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 7 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.