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 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

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

Boulder Wealth Advisors's VOO Position: Q1 2026 in Review

Boulder Wealth Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 513 shares worth $307K. The position accounts for 0.12% of the portfolio, ranked #25.

Boulder Wealth Advisors first reported a position in VOO in Q4 2022 and has held it in 9 quarters since. The position peaked at $333K in Q3 2025. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Boulder Wealth Advisors held 513 shares of Vanguard S&P 500 ETF worth $307K as of Q1 2026.
Boulder Wealth Advisors left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 0.12% of Boulder Wealth Advisors's portfolio in Q1 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 9 quarters since.
Boulder Wealth Advisors's Vanguard S&P 500 ETF position peaked at $333K in Q3 2025.
3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Boulder Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.