CreativeOne Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $62.1M | Buy |
90,453
+7,637
| +9% | +$5.09M | 1.34% | 14 |
|
|
2026
Q1 | $49.5M | Buy |
82,816
+1,223
| +1% | +$765K | 1.15% | 17 |
|
|
2025
Q4 | $51.2M | Buy |
81,593
+21,975
| +37% | +$13.7M | 1.24% | 16 |
|
|
2025
Q3 | $36.5M | Buy |
59,618
+4,345
| +8% | +$2.56M | 0.89% | 24 |
|
|
2025
Q2 | $31.4M | Buy |
55,273
+11,108
| +25% | +$5.84M | 0.82% | 24 |
|
|
2025
Q1 | $22.7M | Buy |
44,165
+20,015
| +83% | +$10.8M | 0.68% | 26 |
|
|
2024
Q4 | $13M | Buy |
24,150
+6,151
| +34% | +$3.33M | 0.4% | 51 |
|
|
2024
Q3 | $9.5M | Buy |
17,999
+3,547
| +25% | +$1.8M | 0.32% | 65 |
|
|
2024
Q2 | $7.23M | Sell |
14,452
-3,141
| -18% | -$1.51M | 0.37% | 62 |
|
|
2024
Q1 | $8.46M | Buy |
17,593
+2,821
| +19% | +$1.29M | 0.34% | 60 |
|
|
2023
Q4 | $6.45M | Buy |
14,772
+390
| +3% | +$160K | 0.41% | 58 |
|
|
2023
Q3 | $5.65M | Sell |
14,382
-5,464
| -28% | -$2.23M | 0.41% | 58 |
|
|
2023
Q2 | $8.08M | Buy |
19,846
+3,723
| +23% | +$1.44M | 0.38% | 50 |
|
|
2023
Q1 | $6.06M | Buy |
16,123
+4,308
| +36% | +$1.58M | 0.3% | 66 |
|
|
2022
Q4 | $4.15M | Buy |
11,815
+2,802
| +31% | +$990K | 0.23% | 90 |
|
|
2022
Q3 | $2.96M | Sell |
9,013
-823
| -8% | -$301K | 0.18% | 106 |
|
|
2022
Q2 | $3.41M | Buy |
9,836
+1,791
| +22% | +$675K | 0.18% | 89 |
|
|
2022
Q1 | $3.34M | Buy |
8,045
+3,319
| +70% | +$1.36M | 0.17% | 98 |
|
|
2021
Q4 | $2.06M | Buy |
4,726
+93
| +2% | +$39.3K | 0.1% | 185 |
|
|
2021
Q3 | $1.83M | Buy |
4,633
+73
| +2% | +$29.6K | 0.11% | 163 |
|
|
2021
Q2 | $1.79M | Buy |
4,560
+397
| +10% | +$152K | 0.11% | 163 |
|
|
2021
Q1 | $1.52M | Buy |
4,163
+855
| +26% | +$303K | 0.11% | 157 |
|
|
2020
Q4 | $1.14M | Buy |
3,308
+290
| +10% | +$94.5K | 0.09% | 167 |
|
|
2020
Q3 | $928K | Buy |
3,018
+142
| +5% | +$43.3K | 0.13% | 107 |
|
|
2020
Q2 | $815K | Sell |
2,876
-1,126
| -28% | -$303K | 0.13% | 102 |
|
|
2020
Q1 | $948K | Buy |
4,002
+404
| +11% | +$113K | 0.18% | 74 |
|
|
2019
Q4 | $1.06M | Buy |
3,598
+419
| +13% | +$119K | 0.18% | 68 |
|
|
2019
Q3 | $867K | Buy |
3,179
+420
| +15% | +$114K | 0.17% | 67 |
|
|
2019
Q2 | $743K | Buy |
2,759
+822
| +42% | +$217K | 0.16% | 73 |
|
|
2019
Q1 | $503K | Sell |
1,937
-57
| -3% | -$14.2K | 0.13% | 70 |
|
|
2018
Q4 | $458K | Sell |
1,994
-3
| -0.2% | -$743 | 0.15% | 56 |
|
|
2018
Q3 | $533K | Sell |
1,997
-6
| -0.3% | -$1.57K | 0.2% | 39 |
|
|
2018
Q2 | $500K | Buy |
2,003
+970
| +94% | +$241K | 0.22% | 34 |
|
|
2018
Q1 | $250K | Buy |
+1,033
| New | +$259K | 0.12% | 46 |
|
Other funds holding VOO
AA
CreativeOne Wealth's VOO Position: Q2 2026 in Review
CreativeOne Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 9.2% in Q2 2026, buying an estimated $5.09M and bringing the position to 90,453 shares worth $62.1M. The position accounts for 1.34% of the portfolio, ranked #14.
CreativeOne Wealth first reported a position in VOO in Q1 2018 and has held it in 34 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.
- CreativeOne Wealth held 90,453 shares of Vanguard S&P 500 ETF worth $62.1M as of Q2 2026.
- CreativeOne Wealth bought 7,637 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $5.09M.
- Vanguard S&P 500 ETF made up 1.34% of CreativeOne Wealth's portfolio in Q2 2026, its #14 holding.
- CreativeOne Wealth first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 34 quarters since.
- 3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.
Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.