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

Crewe 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 		$8.16M Buy
11,876
+122
+1% +$81.3K 0.59% 29
2026
Q1 		$7.02M Buy
11,754
+172
+1% +$108K 0.6% 30
2025
Q4 		$7.26M Sell
11,582
-642
-5% -$399K 0.64% 30
2025
Q3 		$7.49M Sell
12,224
-1,983
-14% -$1.17M 0.71% 28
2025
Q2 		$8.07M Sell
14,207
-1,054
-7% -$554K 1.14% 21
2025
Q1 		$7.84M Sell
15,261
-10,256
-40% -$5.54M 1.1% 20
2024
Q4 		$13.7M Buy
25,517
+125
+0.5% +$67.7K 1.9% 17
2024
Q3 		$13.4M Sell
25,392
-42
-0.2% -$21.3K 1.55% 16
2024
Q2 		$12.7M Buy
25,434
+142
+0.6% +$68.3K 1.43% 19
2024
Q1 		$12.2M Buy
25,292
+3,471
+16% +$1.59M 1.42% 18
2023
Q4 		$9.53M Buy
21,821
+385
+2% +$158K 1.51% 17
2023
Q3 		$8.42M Sell
21,436
-92
-0.4% -$37.6K 1.46% 18
2023
Q2 		$8.77M Sell
21,528
-5,422
-20% -$2.09M 1.23% 22
2023
Q1 		$10.1M Sell
26,950
-131
-0.5% -$48K 1.48% 19
2022
Q4 		$9.51M Buy
27,081
+10,963
+68% +$3.87M 1.51% 16
2022
Q3 		$5.29M Buy
16,118
+9,943
+161% +$3.63M 0.96% 18
2022
Q2 		$2.14M Buy
6,175
+1,391
+29% +$524K 0.47% 23
2022
Q1 		$1.99M Buy
4,784
+669
+16% +$274K 0.39% 24
2021
Q4 		$1.8M Buy
4,115
+477
+13% +$201K 0.37% 22
2021
Q3 		$1.44M Buy
3,638
+3
+0.1% +$1.22K 0.34% 24
2021
Q2 		$1.43M Buy
3,635
+374
+11% +$144K 0.35% 23
2021
Q1 		$1.19M Buy
3,261
+177
+6% +$62.8K 0.29% 23
2020
Q4 		$1.06M Buy
3,084
+57
+2% +$18.6K 0.42% 23
2020
Q3 		$931K Buy
3,027
+4
+0.1% +$1.22K 0.44% 22
2020
Q2 		$857K Sell
3,023
-76
-2% -$20.5K 0.42% 24
2020
Q1 		$734K Buy
3,099
+1,289
+71% +$361K 0.44% 23
2019
Q4 		$535K Buy
1,810
+1,763
+3,751% +$499K 0.23% 30
2019
Q3 		$13K Hold
47
– – 0.01% 176
2019
Q2 		$13K Hold
47
– – ﹤0.01% 204
2019
Q1 		$12K Hold
47
– – ﹤0.01% 176
2018
Q4 		$11K Hold
47
– – ﹤0.01% 182
2018
Q3 		$13K Buy
+47
New +$12.3K 0.01% 189

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Crewe Advisors's VOO Position: Q2 2026 in Review

Crewe Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 1% in Q2 2026, buying an estimated $81.3K and bringing the position to 11,876 shares worth $8.16M. The position accounts for 0.59% of the portfolio, ranked #29.

Crewe Advisors first reported a position in VOO in Q3 2018 and has held it in 32 quarters since. The position peaked at $13.7M in Q4 2024. 2,521 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Crewe Advisors held 11,876 shares of Vanguard S&P 500 ETF worth $8.16M as of Q2 2026.
  • Crewe Advisors bought 122 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $81.3K.
  • Vanguard S&P 500 ETF made up 0.59% of Crewe Advisors's portfolio in Q2 2026, its #29 holding.
  • Crewe Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2018 and has held it in 32 quarters since.
  • Crewe Advisors's Vanguard S&P 500 ETF position peaked at $13.7M in Q4 2024.
  • 2,521 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.