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

Cresta 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	$1.55M	Sell	2,252 -257	-10%	-$171K	0.56%	29
2026 Q1	$1.5M	Sell	2,509 -382	-13%	-$239K	0.61%	30
2025 Q4	$1.81M	Buy	2,891 +751	+35%	+$467K	0.76%	25
2025 Q3	$1.31M	Sell	2,140 -45	-2%	-$26.5K	0.58%	26
2025 Q2	$1.24M	Hold	2,185	–	–	0.61%	27
2025 Q1	$1.12M	Sell	2,185 -15	-0.7%	-$8.11K	0.58%	28
2024 Q4	$1.16M	Hold	2,200	–	–	0.61%	28
2024 Q3	$1.16M	Buy	2,200 +1,164	+112%	+$592K	0.61%	28
2024 Q2	$518K	Sell	1,036 -2	-0.2%	-$962	0.31%	35
2024 Q1	$499K	Sell	1,038 -50	-5%	-$22.9K	0.32%	34
2023 Q4	$475K	Hold	1,088	–	–	0.32%	36
2023 Q3	$427K	Buy	1,088 +74	+7%	+$30.3K	0.33%	34
2023 Q2	$413K	Buy	1,014 +207	+26%	+$79.9K	0.32%	37
2023 Q1	$303K	Sell	807 -883	-52%	-$324K	0.24%	34
2022 Q4	$594K	Buy	+1,690	New	+$597K	0.52%	19

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

Cresta Advisors's VOO Position: Q2 2026 in Review

Cresta Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 10% in Q2 2026, selling an estimated $171K and leaving 2,252 shares worth $1.55M. The position accounts for 0.56% of the portfolio, ranked #29.

Cresta Advisors first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.81M in Q4 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Cresta Advisors held 2,252 shares of Vanguard S&P 500 ETF worth $1.55M as of Q2 2026.
Cresta Advisors sold 257 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $171K.
Vanguard S&P 500 ETF made up 0.56% of Cresta Advisors's portfolio in Q2 2026, its #29 holding.
Cresta Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
Cresta Advisors's Vanguard S&P 500 ETF position peaked at $1.81M in Q4 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Cresta Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.