CRW
VOO icon

Clarity Retirement & Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Clarity Retirement & Wealth’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 		$1.62M Sell
2,360
-164
-6% -$109K 1.12% 16
2026
Q1 		$1.51M Buy
2,524
+2,098
+492% +$1.31M 1.22% 15
2025
Q4 		$267K Buy
+426
New +$265K 0.24% 30

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

Clarity Retirement & Wealth's VOO Position: Q2 2026 in Review

Clarity Retirement & Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 6.5% in Q2 2026, selling an estimated $109K and leaving 2,360 shares worth $1.62M. The position accounts for 1.12% of the portfolio, ranked #16.

Clarity Retirement & Wealth first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Clarity Retirement & Wealth held 2,360 shares of Vanguard S&P 500 ETF worth $1.62M as of Q2 2026.
  • Clarity Retirement & Wealth sold 164 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $109K.
  • Vanguard S&P 500 ETF made up 1.12% of Clarity Retirement & Wealth's portfolio in Q2 2026, its #16 holding.
  • Clarity Retirement & Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.