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

Cerro Pacific 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	$668K	Buy	973 +18	+2%	+$12K	0.15%	95
2026 Q1	$571K	Sell	955 -230	-19%	-$144K	0.15%	94
2025 Q4	$743K	Sell	1,185 -213	-15%	-$132K	0.2%	83
2025 Q3	$856K	Buy	1,398 +18	+1%	+$10.6K	0.23%	71
2025 Q2	$784K	Buy	1,380 +144	+12%	+$75.7K	0.22%	83
2025 Q1	$666K	Sell	1,236 -81	-6%	-$43.8K	0.22%	85
2024 Q4	$695K	Buy	1,317 +18	+1%	+$9.75K	0.23%	84
2024 Q3	$650K	Hold	1,299	–	–	0.25%	82
2024 Q2	$650K	Buy	+1,299	New	+$625K	0.25%	83
2023 Q1	$443K	Sell	1,177 -8	-0.7%	-$2.93K	0.24%	98
2022 Q4	$416K	Buy	+1,185	New	+$419K	0.22%	108
2020 Q4	$201K	Buy	+585	New	+$191K	0.12%	106

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Cerro Pacific Wealth Advisors's VOO Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 1.9% in Q2 2026, buying an estimated $12K and bringing the position to 973 shares worth $668K. The position accounts for 0.15% of the portfolio, ranked #95.

Cerro Pacific Wealth Advisors first reported a position in VOO in Q4 2020 and has held it in 12 quarters since. The position peaked at $856K in Q3 2025. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Cerro Pacific Wealth Advisors held 973 shares of Vanguard S&P 500 ETF worth $668K as of Q2 2026.
Cerro Pacific Wealth Advisors bought 18 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $12K.
Vanguard S&P 500 ETF made up 0.15% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #95 holding.
Cerro Pacific Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 12 quarters since.
Cerro Pacific Wealth Advisors's Vanguard S&P 500 ETF position peaked at $856K in Q3 2025.
3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.