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Boulder Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Boulder 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 		$352K Hold
513
– – 0.13% 25
2026
Q1 		$307K Hold
513
– – 0.12% 25
2025
Q4 		$322K Sell
513
-31
-6% -$19.3K 0.14% 29
2025
Q3 		$333K Buy
+544
New +$321K 0.15% 24
2025
Q1 		$210K Hold
409
– – 0.12% 24
2024
Q4 		$220K Sell
409
-36
-8% -$19.5K 0.11% 26
2024
Q3 		$235K Hold
445
– – 0.13% 24
2024
Q2 		$223K Hold
445
– – 0.13% 23
2024
Q1 		$214K Buy
+445
New +$204K 0.13% 23
2022
Q4 		$137K Buy
+390
New +$138K 0.12% 20

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

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

Boulder Wealth Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 513 shares worth $352K. The position accounts for 0.13% of the portfolio, ranked #25.

Boulder Wealth Advisors first reported a position in VOO in Q4 2022 and has held it in 10 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Boulder Wealth Advisors held 513 shares of Vanguard S&P 500 ETF worth $352K as of Q2 2026.
  • Boulder Wealth Advisors left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.13% of Boulder Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Boulder Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 10 quarters since.
  • 4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Boulder Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.