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

Conservest 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	$389K	Hold	566	–	–	0.03%	97
2026 Q1	$338K	Hold	566	–	–	0.03%	97
2025 Q4	$355K	Hold	566	–	–	0.03%	95
2025 Q3	$347K	Sell	566 -66	-10%	-$38.9K	0.03%	92
2025 Q2	$359K	Sell	632 -100	-14%	-$52.6K	0.04%	92
2025 Q1	$376K	Hold	732	–	–	0.04%	78
2024 Q4	$395K	Buy	732 +35	+5%	+$19K	0.04%	79
2024 Q3	$335K	Hold	697	–	–	0.03%	81
2024 Q2	$335K	Hold	697	–	–	0.04%	80
2024 Q1	$335K	Buy	697 +13	+2%	+$5.95K	0.03%	81
2023 Q4	$299K	Buy	684 +1	+0.1%	+$409	0.03%	87
2023 Q3	$268K	Hold	683	–	–	0.03%	82
2023 Q2	$278K	Hold	683	–	–	0.03%	82
2023 Q1	$257K	Hold	683	–	–	0.03%	81
2022 Q4	$240K	Buy	+683	New	+$241K	0.03%	78
2022 Q3	–	Sell	-683	Closed	-$249K	–	75
2022 Q2	$237K	Buy	+683	New	+$257K	0.03%	78

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

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

Conservest Capital Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 566 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #97.

Conservest Capital Advisors first reported a position in VOO in Q2 2022 and has held it in 16 quarters since. The position peaked at $395K in Q4 2024. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Conservest Capital Advisors held 566 shares of Vanguard S&P 500 ETF worth $389K as of Q2 2026.
Conservest Capital Advisors left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.03% of Conservest Capital Advisors's portfolio in Q2 2026, its #97 holding.
Conservest Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
Conservest Capital Advisors's Vanguard S&P 500 ETF position peaked at $395K in Q4 2024.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.