CWA
VOO icon

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

Clarity 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 		$3.08M Buy
4,491
+141
+3% +$94K 0.54% 34
2026
Q1 		$2.6M Buy
4,350
+574
+15% +$359K 0.53% 34
2025
Q4 		$2.37M Buy
3,776
+154
+4% +$95.7K 0.48% 38
2025
Q3 		$2.22M Buy
3,622
+84
+2% +$49.5K 0.49% 36
2025
Q2 		$2.01M Buy
3,538
+741
+26% +$389K 0.5% 37
2025
Q1 		$1.44M Buy
2,797
+312
+13% +$169K 0.4% 37
2024
Q4 		$1.34M Buy
2,485
+24
+1% +$13K 0.37% 40
2024
Q3 		$1.3M Buy
2,461
+105
+4% +$53.4K 0.38% 39
2024
Q2 		$1.18M Buy
2,356
+96
+4% +$46.2K 0.38% 39
2024
Q1 		$1.09M Buy
2,260
+14
+0.6% +$6.41K 0.37% 39
2023
Q4 		$981K Sell
2,246
-33
-1% -$13.5K 0.37% 39
2023
Q3 		$895K Buy
2,279
+4
+0.2% +$1.64K 0.41% 36
2023
Q2 		$926K Sell
2,275
-130
-5% -$50.2K 0.42% 36
2023
Q1 		$904K Sell
2,405
-829
-26% -$304K 0.46% 35
2022
Q4 		$1.14M Buy
3,234
+1,907
+144% +$674K 0.65% 30
2022
Q3 		$435K Buy
1,327
+5
+0.4% +$1.83K 0.26% 41
2022
Q2 		$458K Hold
1,322
– – 0.26% 42
2022
Q1 		$549K Buy
1,322
+36
+3% +$14.7K 0.26% 43
2021
Q4 		$561K Buy
1,286
+8
+0.6% +$3.38K 0.26% 43
2021
Q3 		$504K Buy
+1,278
New +$518K 0.25% 46

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Clarity Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 3.2% in Q2 2026, buying an estimated $94K and bringing the position to 4,491 shares worth $3.08M. The position accounts for 0.54% of the portfolio, ranked #34.

Clarity Wealth Advisors first reported a position in VOO in Q3 2021 and has held it in 20 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Clarity Wealth Advisors held 4,491 shares of Vanguard S&P 500 ETF worth $3.08M as of Q2 2026.
  • Clarity Wealth Advisors bought 141 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $94K.
  • Vanguard S&P 500 ETF made up 0.54% of Clarity Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Clarity Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 20 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.