Consultiva Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Consultiva Wealth Management’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	$3.49M	Hold	5,838	–	–	10.12%	1
2025 Q4	$3.66M	Sell	5,838 -290	-5%	-$180K	10.28%	2
2025 Q3	$3.75M	Sell	6,128 -44	-0.7%	-$25.9K	10.53%	1
2025 Q2	$3.51M	Sell	6,172 -120	-2%	-$63.1K	10.82%	1
2025 Q1	$3.23M	Buy	6,292 +195	+3%	+$105K	11.12%	1
2024 Q4	$3.29M	Sell	6,097 -108	-2%	-$58.5K	16.48%	1
2024 Q3	$3.27M	Sell	6,205 -277	-4%	-$141K	26.05%	1
2024 Q2	$3.24M	Buy	6,482 +81	+1%	+$39K	29.53%	1
2024 Q1	$3.08M	Buy	+6,401	New	+$2.93M	28.82%	1
2023 Q3	$88.4K	Buy	+225	New	+$92K	2.27%	9

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

Consultiva Wealth Management's VOO Position: Q1 2026 in Review

Consultiva Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 5,838 shares worth $3.49M. The position accounts for 10.12% of the portfolio, ranked #1.

Consultiva Wealth Management first reported a position in VOO in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.75M in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Consultiva Wealth Management held 5,838 shares of Vanguard S&P 500 ETF worth $3.49M as of Q1 2026.
Consultiva Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 10.12% of Consultiva Wealth Management's portfolio in Q1 2026, its #1 holding.
Consultiva Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 10 quarters since.
Consultiva Wealth Management's Vanguard S&P 500 ETF position peaked at $3.75M in Q3 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.