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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
Q2 		$3.82M Buy
5,562
+63
+1% +$42K 0.92% 25
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

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Consilio Wealth Advisors's VOO Position: Q2 2026 in Review

Consilio Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q2 2026, buying an estimated $42K and bringing the position to 5,562 shares worth $3.82M. The position accounts for 0.92% of the portfolio, ranked #25.

Consilio Wealth Advisors first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.15M in Q4 2021. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Consilio Wealth Advisors held 5,562 shares of Vanguard S&P 500 ETF worth $3.82M as of Q2 2026.
  • Consilio Wealth Advisors bought 63 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $42K.
  • Vanguard S&P 500 ETF made up 0.92% of Consilio Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Consilio Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • Consilio Wealth Advisors's Vanguard S&P 500 ETF position peaked at $9.15M in Q4 2021.
  • 4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.