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

Continuum 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 		$13.2M Buy
22,150
+763
+4% +$477K 1.27% 14
2025
Q4 		$13.4M Buy
21,387
+256
+1% +$159K 1.34% 13
2025
Q3 		$12.9M Buy
21,131
+3,211
+18% +$1.89M 1.37% 14
2025
Q2 		$10.2M Buy
17,920
+4,668
+35% +$2.45M 1.23% 16
2025
Q1 		$6.81M Buy
13,252
+2,455
+23% +$1.33M 0.88% 23
2024
Q4 		$5.82M Buy
10,797
+778
+8% +$421K 0.75% 24
2024
Q3 		$5.47M Buy
10,019
+1,625
+19% +$826K 0.7% 26
2024
Q2 		$4.2M Buy
8,394
+542
+7% +$261K 0.61% 28
2024
Q1 		$3.75M Sell
7,852
-3,221
-29% -$1.47M 0.56% 27
2023
Q4 		$4.84M Buy
11,073
+1,596
+17% +$653K 0.69% 27
2023
Q3 		$3.72M Buy
9,477
+1,385
+17% +$566K 0.6% 31
2023
Q2 		$3.3M Buy
8,092
+1,403
+21% +$541K 0.52% 37
2023
Q1 		$2.52M Buy
6,689
+471
+8% +$173K 0.43% 58
2022
Q4 		$2.18M Sell
6,218
-1,027
-14% -$363K 0.39% 66
2022
Q3 		$2.38M Buy
7,245
+1,044
+17% +$381K 0.42% 50
2022
Q2 		$2.15M Sell
6,201
-8
-0.1% -$3.01K 0.39% 60
2022
Q1 		$2.35M Buy
6,209
+3,511
+130% +$1.44M 0.45% 51
2021
Q4 		$1.18M Sell
2,698
-131
-5% -$55.3K 0.27% 96
2021
Q3 		$1.12M Buy
2,829
+192
+7% +$77.9K 0.3% 88
2021
Q2 		$1.04M Buy
2,637
+1,354
+106% +$520K 0.32% 79
2021
Q1 		$491K Buy
1,283
+137
+12% +$48.6K 0.2% 100
2020
Q4 		$394K Buy
1,146
+41
+4% +$13.4K 0.18% 100
2020
Q3 		$342K Buy
1,105
+362
+49% +$110K 0.19% 109
2020
Q2 		$212K Buy
+743
New +$200K 0.13% 131
2018
Q1 		– Sell
-5,130
Closed -$1.26M – 182
2017
Q4 		$1.26M Sell
5,130
-1,820
-26% -$435K 0.96% 25
2017
Q3 		$1.6M Sell
6,950
-720
-9% -$163K 1.41% 14
2017
Q2 		$1.7M Buy
7,670
+17
+0.2% +$3.74K 1.69% 9
2017
Q1 		$1.66M Buy
+7,653
New +$1.63M 1.99% 9

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Continuum Advisory's VOO Position: Q1 2026 in Review

Continuum Advisory increased its Vanguard S&P 500 ETF (VOO) stake by 3.6% in Q1 2026, buying an estimated $477K and bringing the position to 22,150 shares worth $13.2M. The position accounts for 1.27% of the portfolio, ranked #14.

Continuum Advisory first reported a position in VOO in Q1 2017 and has held it in 28 quarters since. The position peaked at $13.4M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Continuum Advisory held 22,150 shares of Vanguard S&P 500 ETF worth $13.2M as of Q1 2026.
  • Continuum Advisory bought 763 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $477K.
  • Vanguard S&P 500 ETF made up 1.27% of Continuum Advisory's portfolio in Q1 2026, its #14 holding.
  • Continuum Advisory first reported a position in Vanguard S&P 500 ETF in Q1 2017 and has held it in 28 quarters since.
  • Continuum Advisory's Vanguard S&P 500 ETF position peaked at $13.4M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.