CA
VOO icon

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

Claro 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 		$45.2M Buy
75,632
+12,863
+20% +$8.04M 5.44% 1
2025
Q4 		$39.4M Buy
62,769
+4,114
+7% +$2.56M 5.36% 1
2025
Q3 		$35.9M Buy
58,655
+4,185
+8% +$2.47M 5.24% 1
2025
Q2 		$30.9M Sell
54,470
-3,971
-7% -$2.09M 5.11% 1
2025
Q1 		$30M Buy
58,441
+2,412
+4% +$1.3M 4.02% 2
2024
Q4 		$30.2M Buy
56,029
+1,871
+3% +$1.01M 4.08% 3
2024
Q3 		$28.6M Buy
54,158
+5,003
+10% +$2.54M 3.69% 3
2024
Q2 		$24.6M Buy
49,155
+8,732
+22% +$4.2M 3.84% 3
2024
Q1 		$19.4M Buy
40,423
+10,052
+33% +$4.6M 3.37% 5
2023
Q4 		$13.3M Buy
30,371
+2,537
+9% +$1.04M 2.87% 4
2023
Q3 		$10.9M Buy
27,834
+2,899
+12% +$1.19M 2.73% 4
2023
Q2 		$10.2M Buy
24,935
+6,401
+35% +$2.47M 2.52% 4
2023
Q1 		$6.97M Sell
18,534
-607
-3% -$223K 2.05% 4
2022
Q4 		$6.72M Buy
19,141
+3,365
+21% +$1.19M 2.2% 4
2022
Q3 		$5.47M Hold
15,776
– – 2.18% 5
2022
Q2 		$5.47M Buy
15,776
+5,791
+58% +$2.18M 2.18% 5
2022
Q1 		$4.36M Hold
9,985
– – 1.57% 8
2021
Q4 		$4.36M Buy
9,985
+1,653
+20% +$698K 1.57% 8
2021
Q3 		$3.29M Buy
8,332
+474
+6% +$192K 1.38% 10
2021
Q2 		$3.09M Buy
7,858
+1,463
+23% +$562K 1.39% 11
2021
Q1 		$2.33M Buy
6,395
+1,142
+22% +$405K 1.18% 13
2020
Q4 		$1.81M Buy
5,253
+2,876
+121% +$938K 0.96% 19
2020
Q3 		$731K Sell
2,377
-365
-13% -$111K 0.46% 59
2020
Q2 		$777K Buy
+2,742
New +$738K 0.53% 49
2019
Q1 		– Sell
-153
Closed -$41K – 916
2018
Q4 		$41K Buy
+153
New +$37.9K 0.03% 373

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Claro Advisors's VOO Position: Q1 2026 in Review

Claro Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 20% in Q1 2026, buying an estimated $8.04M and bringing the position to 75,632 shares worth $45.2M. The position accounts for 5.44% of the portfolio, ranked #1.

Claro Advisors first reported a position in VOO in Q4 2018 and has held it in 25 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Claro Advisors held 75,632 shares of Vanguard S&P 500 ETF worth $45.2M as of Q1 2026.
  • Claro Advisors bought 12,863 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $8.04M.
  • Vanguard S&P 500 ETF made up 5.44% of Claro Advisors's portfolio in Q1 2026, its #1 holding.
  • Claro Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 25 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.