Elite Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Elite Wealth 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	$316K	Buy	460 +6	+1%	+$4K	0.09%	42
2026 Q1	$271K	Sell	454 -160	-26%	-$100K	0.09%	43
2025 Q4	$385K	Sell	614 -5,099	-89%	-$3.17M	0.1%	45
2025 Q3	$913K	Buy	+5,713	New	+$3.37M	0.24%	34
2015 Q4	–	Sell	-1,490	Closed	-$261K	–	59
2015 Q3	$261K	Hold	1,490	–	–	0.41%	52
2015 Q2	$281K	Hold	1,490	–	–	0.29%	50
2015 Q1	$281K	Sell	1,490 -30,043	-95%	-$5.69M	0.25%	52
2014 Q4	$5.94M	Buy	+31,533	New	+$5.81M	5.66%	3

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

Elite Wealth Management's VOO Position: Q2 2026 in Review

Elite Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q2 2026, buying an estimated $4K and bringing the position to 460 shares worth $316K. The position accounts for 0.09% of the portfolio, ranked #42.

Elite Wealth Management first reported a position in VOO in Q4 2014 and has held it in 8 quarters since. The position peaked at $5.94M in Q4 2014. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Elite Wealth Management held 460 shares of Vanguard S&P 500 ETF worth $316K as of Q2 2026.
Elite Wealth Management bought 6 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4K.
Vanguard S&P 500 ETF made up 0.09% of Elite Wealth Management's portfolio in Q2 2026, its #42 holding.
Elite Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2014 and has held it in 8 quarters since.
Elite Wealth Management's Vanguard S&P 500 ETF position peaked at $5.94M in Q4 2014.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Elite Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.