Elevation Capital Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Elevation Capital 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 Q2	$3.99M	Sell	5,815 -460	-7%	-$307K	1.54%	25
2026 Q1	$3.75M	Sell	6,275 -5,621	-47%	-$3.52M	1.6%	28
2025 Q4	$7.46M	Buy	11,896 +5,005	+73%	+$3.11M	3.05%	9
2025 Q3	$4.22M	Sell	6,891 -841	-11%	-$496K	1.69%	24
2025 Q2	$4.39M	Buy	7,732 +842	+12%	+$443K	1.76%	21
2025 Q1	$3.54M	Buy	6,890 +247	+4%	+$134K	1.54%	22
2024 Q4	$3.58M	Buy	6,643 +413	+7%	+$224K	1.53%	20
2024 Q3	$3.29M	Buy	+6,230	New	+$3.17M	1.45%	26

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

Elevation Capital Advisory's VOO Position: Q2 2026 in Review

Elevation Capital Advisory reduced its Vanguard S&P 500 ETF (VOO) stake by 7.3% in Q2 2026, selling an estimated $307K and leaving 5,815 shares worth $3.99M. The position accounts for 1.54% of the portfolio, ranked #25.

Elevation Capital Advisory first reported a position in VOO in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.46M in Q4 2025. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Elevation Capital Advisory held 5,815 shares of Vanguard S&P 500 ETF worth $3.99M as of Q2 2026.
Elevation Capital Advisory sold 460 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $307K.
Vanguard S&P 500 ETF made up 1.54% of Elevation Capital Advisory's portfolio in Q2 2026, its #25 holding.
Elevation Capital Advisory first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
Elevation Capital Advisory's Vanguard S&P 500 ETF position peaked at $7.46M in Q4 2025.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.