Elevate Wealth Advisory
VOO icon

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
Q3 		$42.8K Buy
+61
New +$42.6K 0.02% 108
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Elevate Wealth Advisory's VOO Position: Q3 2026 in Review

Elevate Wealth Advisory opened a new position in Vanguard S&P 500 ETF (VOO) in Q3 2026: 61 shares worth $42.8K. The stake represents 0.02% of the portfolio and ranks #108 among its holdings. This is a return to the name: Elevate Wealth Advisory previously reported a position in VOO as recently as Q4 2025.

Elevate Wealth Advisory first reported a position in VOO in Q1 2024 and has held it in 8 quarters since. The position peaked at $51.6K in Q2 2025. 1,887 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Elevate Wealth Advisory held 61 shares of Vanguard S&P 500 ETF worth $42.8K as of Q3 2026.
  • Vanguard S&P 500 ETF was a new Elevate Wealth Advisory position in Q3 2026.
  • Vanguard S&P 500 ETF made up 0.02% of Elevate Wealth Advisory's portfolio in Q3 2026, its #108 holding.
  • Elevate Wealth Advisory first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 8 quarters since.
  • Elevate Wealth Advisory's Vanguard S&P 500 ETF position peaked at $51.6K in Q2 2025.
  • 1,887 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Elevate Wealth Advisory's 13F filing for Q3 2026, filed 29 Oct 2026.