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

Continuum Wealth Advisors’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	$1.52M	Sell	2,206 -74	-3%	-$49.3K	0.51%	19
2026 Q1	$1.36M	Sell	2,280 -15,811	-87%	-$9.89M	0.57%	16
2025 Q4	$11.3M	Buy	18,091 +1,055	+6%	+$656K	4.38%	8
2025 Q3	$10.4M	Buy	17,036 +714	+4%	+$421K	4.45%	8
2025 Q2	$9.27M	Buy	16,322 +9,260	+131%	+$4.87M	4.45%	8
2025 Q1	$3.63M	Sell	7,062 -463	-6%	-$250K	1.86%	13
2024 Q4	$4.05M	Sell	7,525 -67	-0.9%	-$36.3K	2.05%	14
2024 Q3	$4.01M	Sell	7,592 -19,326	-72%	-$9.82M	2.15%	15
2024 Q2	$13.5M	Buy	26,918 +25,517	+1,821%	+$12.3M	7.08%	5
2024 Q1	$673K	Sell	1,401 -12,109	-90%	-$5.54M	0.38%	24
2023 Q4	$5.9M	Buy	13,510 +2,372	+21%	+$971K	3.83%	10
2023 Q3	$4.37M	Sell	11,138 -20,421	-65%	-$8.35M	3.08%	14
2023 Q2	$12.9M	Buy	+31,559	New	+$12.2M	9.1%	4

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

Continuum Wealth Advisors's VOO Position: Q2 2026 in Review

Continuum Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 3.2% in Q2 2026, selling an estimated $49.3K and leaving 2,206 shares worth $1.52M. The position accounts for 0.51% of the portfolio, ranked #19.

Continuum Wealth Advisors first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.5M in Q2 2024. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Continuum Wealth Advisors held 2,206 shares of Vanguard S&P 500 ETF worth $1.52M as of Q2 2026.
Continuum Wealth Advisors sold 74 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $49.3K.
Vanguard S&P 500 ETF made up 0.51% of Continuum Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Continuum Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
Continuum Wealth Advisors's Vanguard S&P 500 ETF position peaked at $13.5M in Q2 2024.
3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.