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

Crux 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
Q1 		$4.48M Sell
7,504
-108
-1% -$67.5K 1.72% 10
2025
Q4 		$4.77M Buy
7,612
+12
+0.2% +$7.46K 1.78% 11
2025
Q3 		$4.65M Buy
7,600
+40
+0.5% +$23.6K 1.84% 12
2025
Q2 		$4.29M Buy
7,560
+114
+2% +$59.9K 1.83% 12
2025
Q1 		$3.83M Buy
7,446
+316
+4% +$171K 1.99% 7
2024
Q4 		$3.84M Buy
+7,130
New +$3.86M 2.14% 6

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Crux Wealth Advisors's VOO Position: Q1 2026 in Review

Crux Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1.4% in Q1 2026, selling an estimated $67.5K and leaving 7,504 shares worth $4.48M. The position accounts for 1.72% of the portfolio, ranked #10.

Crux Wealth Advisors first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.77M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Crux Wealth Advisors held 7,504 shares of Vanguard S&P 500 ETF worth $4.48M as of Q1 2026.
  • Crux Wealth Advisors sold 108 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $67.5K.
  • Vanguard S&P 500 ETF made up 1.72% of Crux Wealth Advisors's portfolio in Q1 2026, its #10 holding.
  • Crux Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Crux Wealth Advisors's Vanguard S&P 500 ETF position peaked at $4.77M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Crux Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.