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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
Q2 		$59.8M Buy
87,030
+11,398
+15% +$7.6M 6.27% 1
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

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

Claro Advisors's VOO Position: Q2 2026 in Review

Claro Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 15% in Q2 2026, buying an estimated $7.6M and bringing the position to 87,030 shares worth $59.8M. The position accounts for 6.27% of the portfolio, ranked #1.

Claro Advisors first reported a position in VOO in Q4 2018 and has held it in 26 quarters since. 4,005 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Claro Advisors held 87,030 shares of Vanguard S&P 500 ETF worth $59.8M as of Q2 2026.
  • Claro Advisors bought 11,398 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $7.6M.
  • Vanguard S&P 500 ETF made up 6.27% of Claro Advisors's portfolio in Q2 2026, its #1 holding.
  • Claro Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 26 quarters since.
  • 4,005 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.