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

Clearstead 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 		$994M Buy
+1,655,762
New +$1.04B 9.08% 1
2025
Q4 		– Hold
0
– – – 213
2025
Q3 		– Hold
0
– – – 1

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

Clearstead Advisors's VOO Position: Q1 2026 in Review

Clearstead Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 1,170,336 shares — an estimated $732M sold.

Clearstead Advisors first reported a position in VOO in Q4 2016 and held it in 36 quarters. The position peaked at $734M in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Clearstead Advisors reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 1,170,336 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $732M.
  • Clearstead Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2016 and held it in 36 quarters.
  • Clearstead Advisors's Vanguard S&P 500 ETF position peaked at $734M in Q4 2025.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.