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Causey Wealth LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Causey Wealth LLC’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 		$11M Buy
16,051
+582
+4% +$388K 4.31% 7
2026
Q1 		$9.24M Buy
15,469
+842
+6% +$527K 3.92% 7
2025
Q4 		$9.17M Buy
14,627
+3,057
+26% +$1.9M 4.17% 6
2025
Q3 		$7.09M Buy
11,570
+443
+4% +$261K 3.46% 11
2025
Q2 		$6.32M Buy
11,127
+384
+4% +$202K 3.25% 12
2025
Q1 		$5.52M Buy
10,743
+6,421
+149% +$3.47M 3.09% 11
2024
Q4 		$2.33M Buy
+4,322
New +$2.34M 1.36% 23

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

Causey Wealth LLC's VOO Position: Q2 2026 in Review

Causey Wealth LLC increased its Vanguard S&P 500 ETF (VOO) stake by 3.8% in Q2 2026, buying an estimated $388K and bringing the position to 16,051 shares worth $11M. The position accounts for 4.31% of the portfolio, ranked #7.

Causey Wealth LLC first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Causey Wealth LLC held 16,051 shares of Vanguard S&P 500 ETF worth $11M as of Q2 2026.
  • Causey Wealth LLC bought 582 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $388K.
  • Vanguard S&P 500 ETF made up 4.31% of Causey Wealth LLC's portfolio in Q2 2026, its #7 holding.
  • Causey Wealth LLC first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.