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 Q2	$5.23M	Buy	7,619 +1,781	+31%	+$1.19M	11.79%	1
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

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

Consultiva Wealth Management's VOO Position: Q2 2026 in Review

Consultiva Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 31% in Q2 2026, buying an estimated $1.19M and bringing the position to 7,619 shares worth $5.23M. The position accounts for 11.79% of the portfolio, ranked #1.

Consultiva Wealth Management first reported a position in VOO in Q3 2023 and has held it in 11 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Consultiva Wealth Management held 7,619 shares of Vanguard S&P 500 ETF worth $5.23M as of Q2 2026.
Consultiva Wealth Management bought 1,781 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.19M.
Vanguard S&P 500 ETF made up 11.79% of Consultiva Wealth Management's portfolio in Q2 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 11 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.