AWE
VOO icon

Avidian Wealth Enterprises’s Vanguard S&P 500 ETF VOO Stock Holding History

Avidian Wealth Enterprises’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 		$37.2M Sell
54,203
-126
-0.2% -$84K 1.03% 20
2026
Q1 		$32.5M Buy
54,329
+2,672
+5% +$1.67M 1.03% 21
2025
Q4 		$32.4M Sell
51,657
-357
-0.7% -$222K 1.18% 20
2025
Q3 		$31.9M Buy
52,014
+251
+0.5% +$148K 1.2% 19
2025
Q2 		$29.4M Buy
51,763
+6,766
+15% +$3.56M 1.2% 19
2025
Q1 		$23.1M Buy
44,997
+625
+1% +$338K 1.03% 21
2024
Q4 		$23.9M Sell
44,372
-89
-0.2% -$48.2K 1.07% 18
2024
Q3 		$23.5M Buy
44,461
+296
+0.7% +$150K 1.07% 18
2024
Q2 		$22.1M Buy
44,165
+21,215
+92% +$10.2M 0.92% 20
2024
Q1 		$11M Sell
22,950
-65
-0.3% -$29.7K 0.54% 34
2023
Q4 		$10.1M Buy
23,015
+2,822
+14% +$1.16M 0.62% 36
2023
Q3 		$7.93M Sell
20,193
-1,334
-6% -$545K 0.56% 38
2023
Q2 		$8.77M Buy
21,527
+11,893
+123% +$4.59M 0.57% 38
2023
Q1 		$3.62M Sell
9,634
-1,201
-11% -$440K 0.2% 100
2022
Q4 		$3.81M Buy
10,835
+3,693
+52% +$1.3M 0.25% 83
2022
Q3 		$2.35M Sell
7,142
-1,678
-19% -$613K 0.17% 85
2022
Q2 		$3.06M Sell
8,820
-20,250
-70% -$7.63M 0.22% 82
2022
Q1 		$12.1M Sell
29,070
-1,872
-6% -$766K 0.74% 28
2021
Q4 		$13.5M Sell
30,942
-283
-0.9% -$119K 0.84% 25
2021
Q3 		$12.3M Buy
31,225
+594
+2% +$241K 0.94% 23
2021
Q2 		$12.1M Sell
30,631
-61
-0.2% -$23.4K 0.92% 26
2021
Q1 		$11.2M Buy
30,692
+539
+2% +$191K 0.95% 25
2020
Q4 		$10.4M Buy
30,153
+11,876
+65% +$3.87M 0.98% 27
2020
Q3 		$5.62M Buy
18,277
+1,095
+6% +$334K 0.64% 38
2020
Q2 		$4.87M Buy
17,182
+10,926
+175% +$2.94M 0.66% 37
2020
Q1 		$1.48M Sell
6,256
-200
-3% -$56K 0.24% 53
2019
Q4 		$1.91M Sell
6,456
-89
-1% -$25.2K 0.27% 41
2019
Q3 		$1.78M Buy
6,545
+3,469
+113% +$942K 0.29% 35
2019
Q2 		$828K Sell
3,076
-580
-16% -$153K 0.2% 46
2019
Q1 		$949K Sell
3,656
-117,894
-97% -$29.4M 0.21% 42
2018
Q4 		$27.9M Sell
121,550
-39,011
-24% -$9.66M 9.75% 2
2018
Q3 		$42.9M Sell
160,561
-489
-0.3% -$128K 13.42% 1
2018
Q2 		$40.2M Buy
161,050
+95,306
+145% +$23.7M 12.68% 1
2018
Q1 		$15.9M Sell
65,744
-93,962
-59% -$23.6M 5.33% 6
2017
Q4 		$39.2K Buy
159,706
+11,285
+8% +$2.7M 10.48% 3
2017
Q3 		$34.3M Sell
148,421
-43,810
-23% -$9.92M 13.05% 1
2017
Q2 		$42.7M Buy
192,231
+994
+0.5% +$219K 17.74% 1
2017
Q1 		$41.4M Buy
191,237
+43,896
+30% +$9.37M 15.86% 1
2016
Q4 		$30.3M Buy
147,341
+2,724
+2% +$547K 13.18% 1
2016
Q3 		$28.7M Buy
144,617
+143,230
+10,327% +$28.4M 11.65% 2
2016
Q2 		$267 Hold
1,387
– – 0.1% 56
2016
Q1 		$262K Buy
+1,387
New +$248K 0.14% 51

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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 $44.6B AUM 28.94% 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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Avidian Wealth Enterprises's VOO Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Vanguard S&P 500 ETF (VOO) stake by 0.23% in Q2 2026, selling an estimated $84K and leaving 54,203 shares worth $37.2M. The position accounts for 1.03% of the portfolio, ranked #20.

Avidian Wealth Enterprises first reported a position in VOO in Q1 2016 and has held it in 42 quarters since. The position peaked at $42.9M in Q3 2018. 2,080 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Avidian Wealth Enterprises held 54,203 shares of Vanguard S&P 500 ETF worth $37.2M as of Q2 2026.
  • Avidian Wealth Enterprises sold 126 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $84K.
  • Vanguard S&P 500 ETF made up 1.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #20 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard S&P 500 ETF in Q1 2016 and has held it in 42 quarters since.
  • Avidian Wealth Enterprises's Vanguard S&P 500 ETF position peaked at $42.9M in Q3 2018.
  • 2,080 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.