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

Clearwater Capital 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	$210K	Buy	+306	New	+$204K	0.02%	184
2023 Q3	–	Sell	-764	Closed	-$311K	–	152
2023 Q2	$311K	Buy	+764	New	+$295K	0.04%	113

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Clearwater Capital Advisors's VOO Position: Q2 2026 in Review

Clearwater Capital Advisors opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 306 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #184 among its holdings. This is a return to the name: Clearwater Capital Advisors previously reported a position in VOO as recently as Q2 2023.

Clearwater Capital Advisors first reported a position in VOO in Q2 2023 and has held it in 2 quarters since. The position peaked at $311K in Q2 2023. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Clearwater Capital Advisors held 306 shares of Vanguard S&P 500 ETF worth $210K as of Q2 2026.
Vanguard S&P 500 ETF was a new Clearwater Capital Advisors position in Q2 2026.
Vanguard S&P 500 ETF made up 0.02% of Clearwater Capital Advisors's portfolio in Q2 2026, its #184 holding.
Clearwater Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 2 quarters since.
Clearwater Capital Advisors's Vanguard S&P 500 ETF position peaked at $311K in Q2 2023.
4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.