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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
Q2 		$17.5M Buy
25,466
+3,316
+15% +$2.21M 1.41% 14
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

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Continuum Advisory's VOO Position: Q2 2026 in Review

Continuum Advisory increased its Vanguard S&P 500 ETF (VOO) stake by 15% in Q2 2026, buying an estimated $2.21M and bringing the position to 25,466 shares worth $17.5M. The position accounts for 1.41% of the portfolio, ranked #14.

Continuum Advisory first reported a position in VOO in Q1 2017 and has held it in 29 quarters since. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Continuum Advisory held 25,466 shares of Vanguard S&P 500 ETF worth $17.5M as of Q2 2026.
  • Continuum Advisory bought 3,316 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.21M.
  • Vanguard S&P 500 ETF made up 1.41% of Continuum Advisory's portfolio in Q2 2026, its #14 holding.
  • Continuum Advisory first reported a position in Vanguard S&P 500 ETF in Q1 2017 and has held it in 29 quarters since.
  • 4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.