Consilium Wealth Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Consilium Wealth Advisory’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	$936K	Hold	1,363	–	–	0.28%	57
2026 Q1	$814K	Hold	1,363	–	–	0.28%	54
2025 Q4	$855K	Hold	1,363	–	–	0.32%	51
2025 Q3	$835K	Hold	1,363	–	–	0.32%	53
2025 Q2	$774K	Sell	1,363 -40	-3%	-$21K	0.33%	51
2025 Q1	$721K	Hold	1,403	–	–	0.36%	49
2024 Q4	$756K	Hold	1,403	–	–	0.36%	48
2024 Q3	$740K	Sell	1,403 -22	-2%	-$11.2K	0.4%	45
2024 Q2	$713K	Buy	1,425 +22	+2%	+$10.6K	0.39%	48
2024 Q1	$674K	Buy	+1,403	New	+$642K	0.38%	49

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

Consilium Wealth Advisory's VOO Position: Q2 2026 in Review

Consilium Wealth Advisory held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 1,363 shares worth $936K. The position accounts for 0.28% of the portfolio, ranked #57.

Consilium Wealth Advisory first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 4,012 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Consilium Wealth Advisory held 1,363 shares of Vanguard S&P 500 ETF worth $936K as of Q2 2026.
Consilium Wealth Advisory left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.28% of Consilium Wealth Advisory's portfolio in Q2 2026, its #57 holding.
Consilium Wealth Advisory first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
4,012 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.