Elevatus Welath Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Elevatus Welath Management’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	$9.15M	Buy	13,322 +7,236	+119%	+$4.82M	2.23%	11
2026 Q1	$3.64M	Sell	6,086 -21,842	-78%	-$13.7M	1.91%	16
2025 Q4	$17.5M	Sell	27,928 -7,185	-20%	-$4.47M	4.79%	2
2025 Q3	$21.5M	Sell	35,113 -8,599	-20%	-$5.07M	6.21%	2
2025 Q2	$24.8M	Buy	43,712 +39,395	+913%	+$20.7M	8.28%	1
2025 Q1	$2.22M	Sell	4,317 -58,152	-93%	-$31.4M	1.26%	20
2024 Q4	$33.7M	Buy	62,469 +24,425	+64%	+$13.2M	11.52%	1
2024 Q3	$20.1M	Buy	38,044 +36,751	+2,842%	+$18.7M	6.56%	2
2024 Q2	$647K	Buy	1,293 +39	+3%	+$18.8K	0.24%	64
2024 Q1	$603K	Buy	1,254 +177	+16%	+$81K	0.24%	49
2023 Q4	$470K	Buy	1,077 +521	+94%	+$213K	0.21%	55
2023 Q3	$218K	Buy	556 +52	+10%	+$21.3K	0.2%	61
2023 Q2	$205K	Buy	+504	New	+$194K	0.14%	49

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

Elevatus Welath Management's VOO Position: Q2 2026 in Review

Elevatus Welath Management increased its Vanguard S&P 500 ETF (VOO) stake by 119% in Q2 2026, buying an estimated $4.82M and bringing the position to 13,322 shares worth $9.15M. The position accounts for 2.23% of the portfolio, ranked #11.

Elevatus Welath Management first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. The position peaked at $33.7M in Q4 2024. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Elevatus Welath Management held 13,322 shares of Vanguard S&P 500 ETF worth $9.15M as of Q2 2026.
Elevatus Welath Management bought 7,236 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4.82M.
Vanguard S&P 500 ETF made up 2.23% of Elevatus Welath Management's portfolio in Q2 2026, its #11 holding.
Elevatus Welath Management first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
Elevatus Welath Management's Vanguard S&P 500 ETF position peaked at $33.7M in Q4 2024.
4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.