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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Consilium Wealth Advisory's VOO Position: Q1 2026 in Review

Consilium Wealth Advisory held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 1,363 shares worth $814K. The position accounts for 0.28% of the portfolio, ranked #54.

Consilium Wealth Advisory first reported a position in VOO in Q1 2024 and has held it in 9 quarters since. The position peaked at $855K in Q4 2025. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Consilium Wealth Advisory held 1,363 shares of Vanguard S&P 500 ETF worth $814K as of Q1 2026.
Consilium Wealth Advisory left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 0.28% of Consilium Wealth Advisory's portfolio in Q1 2026, its #54 holding.
Consilium Wealth Advisory first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Consilium Wealth Advisory's Vanguard S&P 500 ETF position peaked at $855K in Q4 2025.
3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.