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

Delta 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 		$12.7M Sell
18,509
-1,290
-7% -$860K 9.08% 3
2026
Q1 		$11.8M Sell
19,799
-468
-2% -$293K 9% 2
2025
Q4 		$12.7M Sell
20,267
-6,792
-25% -$4.22M 10.64% 1
2025
Q3 		$16.6M Sell
27,059
-480
-2% -$283K 12.97% 2
2025
Q2 		$15.6M Sell
27,539
-3,973
-13% -$2.09M 13.1% 2
2025
Q1 		$16.2M Buy
31,512
+1,497
+5% +$809K 14.7% 1
2024
Q4 		$16.2M Buy
30,015
+4,858
+19% +$2.63M 15.24% 1
2024
Q3 		$13.3M Buy
25,157
+2,185
+10% +$1.11M 12.71% 2
2024
Q2 		$11.5M Buy
22,972
+9,918
+76% +$4.77M 11.26% 2
2024
Q1 		$6.28M Buy
+13,054
New +$5.97M 6.48% 2

Other funds holding VOO

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 $43.3B AUM 29.3% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Delta Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 6.5% in Q2 2026, selling an estimated $860K and leaving 18,509 shares worth $12.7M. The position accounts for 9.08% of the portfolio, ranked #3.

Delta Wealth Advisors first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.6M in Q3 2025. 1,545 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Delta Wealth Advisors held 18,509 shares of Vanguard S&P 500 ETF worth $12.7M as of Q2 2026.
  • Delta Wealth Advisors sold 1,290 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $860K.
  • Vanguard S&P 500 ETF made up 9.08% of Delta Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Delta Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • Delta Wealth Advisors's Vanguard S&P 500 ETF position peaked at $16.6M in Q3 2025.
  • 1,545 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Delta Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.