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

Clearview 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
2025 Q4	$1.95M	Sell	3,109 -79	-2%	-$49.1K	1.24%	22
2025 Q3	$1.95M	Hold	3,188	–	–	1.25%	22
2025 Q2	$1.81M	Sell	3,188 -12	-0.4%	-$6.31K	1.26%	21
2025 Q1	$1.64M	Sell	3,200 -105	-3%	-$56.8K	1.23%	20
2024 Q4	$1.78M	Sell	3,305 -158	-5%	-$85.6K	1.35%	16
2024 Q3	$1.83M	Sell	3,463 -120	-3%	-$61K	1.41%	17
2024 Q2	$1.79M	Sell	3,583 -5	-0.1%	-$2.41K	1.56%	16
2024 Q1	$1.72M	Sell	3,588 -461	-11%	-$211K	1.76%	14
2023 Q4	$1.77M	Sell	4,049 -5	-0.1%	-$2.05K	2.06%	10
2023 Q3	$1.59M	Sell	4,054 -75	-2%	-$30.7K	1.97%	10
2023 Q2	$1.68M	Sell	4,129 -53	-1%	-$20.4K	1.71%	12
2023 Q1	$1.57M	Sell	4,182 -4,165	-50%	-$1.53M	1.59%	11
2022 Q4	$2.93M	Buy	8,347 +8,344	+278,133%	+$2.95M	2.27%	8
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	560
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	566
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	584
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	670
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	636
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	629
2021 Q1	$1K	Hold	3	–	–	﹤0.01%	595
2020 Q4	$1K	Buy	+3	New	+$978	﹤0.01%	554

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clearview Wealth Advisors's VOO Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 2.5% in Q4 2025, selling an estimated $49.1K and leaving 3,109 shares worth $1.95M. The position accounts for 1.24% of the portfolio, ranked #22.

Clearview Wealth Advisors first reported a position in VOO in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.93M in Q4 2022. 3,849 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

Clearview Wealth Advisors held 3,109 shares of Vanguard S&P 500 ETF worth $1.95M as of Q4 2025.
Clearview Wealth Advisors sold 79 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $49.1K.
Vanguard S&P 500 ETF made up 1.24% of Clearview Wealth Advisors's portfolio in Q4 2025, its #22 holding.
Clearview Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 21 quarters since.
Clearview Wealth Advisors's Vanguard S&P 500 ETF position peaked at $2.93M in Q4 2022.
3,849 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.