Elevated Capital Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Elevated Capital 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	$135K	Buy	196 +21	+12%	+$14K	0.04%	262
2026 Q1	$105K	Sell	175 -3,214	-95%	-$2.01M	0.03%	281
2025 Q4	$2.13M	Sell	3,389 -464	-12%	-$288K	0.5%	51
2025 Q3	$2.36M	Sell	3,853 -526	-12%	-$310K	0.59%	42
2025 Q2	$2.25M	Hold	4,379	–	–	0.63%	37
2025 Q1	$2.25M	Buy	4,379 +172	+4%	+$93K	0.63%	37
2024 Q4	$2.27M	Buy	4,207 +956	+29%	+$518K	0.62%	36
2024 Q3	$1.72M	Buy	3,251 +1,062	+49%	+$540K	0.46%	50
2024 Q2	$1.09M	Buy	+2,189	New	+$1.05M	0.31%	81
2022 Q1	$285K	Buy	+687	New	+$281K	0.09%	153
2021 Q1	–	Sell	-12,617	Closed	-$4.34M	–	177
2020 Q4	$4.34M	Sell	12,617 -31	-0.2%	-$10.1K	1.88%	10
2020 Q3	$4.12M	Sell	12,648 -617	-5%	-$188K	1.93%	10
2020 Q2	$4.36M	Buy	+13,265	New	+$3.57M	2.05%	11
2019 Q4	$3.28M	Buy	+11,078	New	+$3.13M	3.64%	2
2019 Q1	$3.52M	Buy	+13,784	New	+$3.44M	2.32%	7

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

Elevated Capital Advisors's VOO Position: Q2 2026 in Review

Elevated Capital Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 12% in Q2 2026, buying an estimated $14K and bringing the position to 196 shares worth $135K. The position accounts for 0.04% of the portfolio, ranked #262.

Elevated Capital Advisors first reported a position in VOO in Q1 2019 and has held it in 15 quarters since. The position peaked at $4.36M in Q2 2020. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Elevated Capital Advisors held 196 shares of Vanguard S&P 500 ETF worth $135K as of Q2 2026.
Elevated Capital Advisors bought 21 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $14K.
Vanguard S&P 500 ETF made up 0.04% of Elevated Capital Advisors's portfolio in Q2 2026, its #262 holding.
Elevated Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 15 quarters since.
Elevated Capital Advisors's Vanguard S&P 500 ETF position peaked at $4.36M in Q2 2020.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.