EWA
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Elevate Wealth Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Elevate Wealth Advisory’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 		– Sell
-7
Closed -$4.39K – 127
2025
Q4 		$4.39K Buy
+7
New +$4.35K ﹤0.01% 121
2025
Q3 		– Sell
-90
Closed -$51.6K – 133
2025
Q2 		$51.6K Hold
90
– – 0.04% 100
2025
Q1 		$46.5K Buy
90
+41
+84% +$22.2K 0.03% 102
2024
Q4 		$26.7K Hold
49
– – 0.02% 98
2024
Q3 		$26.2K Hold
49
– – 0.02% 101
2024
Q2 		$24.8K Sell
49
-32
-40% -$15.4K 0.02% 95
2024
Q1 		$39.2K Buy
+81
New +$37.1K 0.03% 85

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

Elevate Wealth Advisory's VOO Position: Q1 2026 in Review

Elevate Wealth Advisory sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 7 shares — an estimated $4.39K sold.

Elevate Wealth Advisory first reported a position in VOO in Q1 2024 and held it in 7 quarters. The position peaked at $51.6K in Q2 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Elevate Wealth Advisory reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Elevate Wealth Advisory sold 7 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $4.39K.
  • Elevate Wealth Advisory first reported a position in Vanguard S&P 500 ETF in Q1 2024 and held it in 7 quarters.
  • Elevate Wealth Advisory's Vanguard S&P 500 ETF position peaked at $51.6K in Q2 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.