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

Element Wealth’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	$508K	Buy	740 +11	+2%	+$7.33K	0.19%	116
2026 Q1	$436K	Hold	729	–	–	0.18%	122
2025 Q4	$457K	Buy	+729	New	+$453K	0.19%	114
2025 Q1	–	Sell	-140	Closed	-$75.5K	–	288
2024 Q4	$75.5K	Buy	140 +6	+4%	+$3.25K	0.04%	186
2024 Q3	$70.7K	Sell	134 -14	-9%	-$7.12K	0.04%	184
2024 Q2	$74K	Buy	148 +53	+56%	+$25.5K	0.04%	169
2024 Q1	$45.7K	Buy	95 +14	+17%	+$6.41K	0.03%	187
2023 Q4	$35.4K	Buy	+81	New	+$33.2K	0.02%	184

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

Element Wealth's VOO Position: Q2 2026 in Review

Element Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 1.5% in Q2 2026, buying an estimated $7.33K and bringing the position to 740 shares worth $508K. The position accounts for 0.19% of the portfolio, ranked #116.

Element Wealth first reported a position in VOO in Q4 2023 and has held it in 8 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Element Wealth held 740 shares of Vanguard S&P 500 ETF worth $508K as of Q2 2026.
Element Wealth bought 11 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $7.33K.
Vanguard S&P 500 ETF made up 0.19% of Element Wealth's portfolio in Q2 2026, its #116 holding.
Element Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 8 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.