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

Consilio 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
2026
Q1 		$3.29M Sell
5,499
-30
-0.5% -$18.8K 0.96% 24
2025
Q4 		$3.47M Sell
5,529
-1
-0% -$621 1.01% 21
2025
Q3 		$3.39M Sell
5,530
-774
-12% -$456K 1.11% 18
2025
Q2 		$3.57M Buy
6,304
+756
+14% +$397K 1.27% 17
2025
Q1 		$2.85M Sell
5,548
-37
-0.7% -$20K 1.19% 17
2024
Q4 		$3.01M Sell
5,585
-21
-0.4% -$11.4K 1.23% 18
2024
Q3 		$2.96M Sell
5,606
-2
-0% -$1.02K 1.22% 19
2024
Q2 		$2.8M Sell
5,608
-58
-1% -$27.9K 1.26% 18
2024
Q1 		$2.72M Buy
5,666
+11
+0.2% +$5.03K 1.28% 15
2023
Q4 		$2.47M Buy
5,655
+16
+0.3% +$6.55K 1.25% 16
2023
Q3 		$2.18M Sell
5,639
-329
-6% -$135K 1.27% 17
2023
Q2 		$2.43M Sell
5,968
-219
-4% -$84.5K 1.34% 17
2023
Q1 		$2.33M Sell
6,187
-506
-8% -$186K 1.32% 19
2022
Q4 		$2.35M Sell
6,693
-1,538
-19% -$543K 1.5% 16
2022
Q3 		$2.7M Sell
8,231
-1,476
-15% -$539K 2.12% 13
2022
Q2 		$3.37M Sell
9,707
-117
-1% -$44.1K 2.73% 14
2022
Q1 		$4.08M Sell
9,824
-11,139
-53% -$4.56M 3.21% 11
2021
Q4 		$9.15M Buy
+20,963
New +$8.85M 7.1% 5

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

Consilio Wealth Advisors's VOO Position: Q1 2026 in Review

Consilio Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.54% in Q1 2026, selling an estimated $18.8K and leaving 5,499 shares worth $3.29M. The position accounts for 0.96% of the portfolio, ranked #24.

Consilio Wealth Advisors first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.15M in Q4 2021. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Consilio Wealth Advisors held 5,499 shares of Vanguard S&P 500 ETF worth $3.29M as of Q1 2026.
  • Consilio Wealth Advisors sold 30 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $18.8K.
  • Vanguard S&P 500 ETF made up 0.96% of Consilio Wealth Advisors's portfolio in Q1 2026, its #24 holding.
  • Consilio Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Consilio Wealth Advisors's Vanguard S&P 500 ETF position peaked at $9.15M in Q4 2021.
  • 3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.