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 Q3	$955K	Hold	1,363	–	–	0.28%	54
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Consilium Wealth Advisory's VOO Position: Q3 2026 in Review

Consilium Wealth Advisory held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 1,363 shares worth $955K. 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 11 quarters since. 2,103 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Consilium Wealth Advisory held 1,363 shares of Vanguard S&P 500 ETF worth $955K as of Q3 2026.
Consilium Wealth Advisory left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
Vanguard S&P 500 ETF made up 0.28% of Consilium Wealth Advisory's portfolio in Q3 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 11 quarters since.
2,103 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.