EWP
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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Elevation Wealth Partners's VOO Position: Q2 2026 in Review

Elevation Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 21% in Q2 2026, buying an estimated $34K and bringing the position to 290 shares worth $199K. The position accounts for 0.06% of the portfolio, ranked #140.

Elevation Wealth Partners first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Elevation Wealth Partners held 290 shares of Vanguard S&P 500 ETF worth $199K as of Q2 2026.
  • Elevation Wealth Partners bought 51 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $34K.
  • Vanguard S&P 500 ETF made up 0.06% of Elevation Wealth Partners's portfolio in Q2 2026, its #140 holding.
  • Elevation Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.