Elevation Wealth Partners
VOO icon

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

Elevation Wealth Partners’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 		$198K Sell
282
-8
-3% -$5.59K 0.06% 146
2026
Q2 		$199K Buy
290
+51
+21% +$34K 0.06% 140
2026
Q1 		$143K Hold
239
– – 0.05% 141
2025
Q4 		$150K Sell
239
-61
-20% -$37.9K 0.05% 134
2025
Q3 		$184K Buy
300
+29
+11% +$17.1K 0.07% 120
2025
Q2 		$154K Buy
271
+144
+113% +$75.7K 0.06% 131
2025
Q1 		$65.4K Sell
127
-4
-3% -$2.16K 0.03% 204
2024
Q4 		$70.6K Buy
131
+12
+10% +$6.5K 0.03% 199
2024
Q3 		$62.6K Buy
119
+16
+16% +$8.13K 0.03% 202
2024
Q2 		$51.7K Buy
103
+17
+20% +$8.18K 0.02% 213
2024
Q1 		$41.5K Buy
86
+12
+16% +$5.49K 0.02% 234
2023
Q4 		$29.1K Hold
74
– – 0.02% 252
2023
Q3 		$29.1K Hold
74
– – 0.03% 187
2023
Q2 		$30.1K Buy
+74
New +$28.5K 0.03% 190

Other funds holding VOO

AssetMark Inc
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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
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Elevation Wealth Partners's VOO Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 2.8% in Q3 2026, selling an estimated $5.59K and leaving 282 shares worth $198K. The position accounts for 0.06% of the portfolio, ranked #146.

Elevation Wealth Partners first reported a position in VOO in Q2 2023 and has held it in 14 quarters since. The position peaked at $199K in Q2 2026. 1,763 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Elevation Wealth Partners held 282 shares of Vanguard S&P 500 ETF worth $198K as of Q3 2026.
  • Elevation Wealth Partners sold 8 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $5.59K.
  • Vanguard S&P 500 ETF made up 0.06% of Elevation Wealth Partners's portfolio in Q3 2026, its #146 holding.
  • Elevation Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's Vanguard S&P 500 ETF position peaked at $199K in Q2 2026.
  • 1,763 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.