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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Elite Wealth Management's VOO Position: Q1 2026 in Review

Elite Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 26% in Q1 2026, selling an estimated $100K and leaving 454 shares worth $271K. The position accounts for 0.09% of the portfolio, ranked #43.

Elite Wealth Management first reported a position in VOO in Q4 2014 and has held it in 7 quarters since. The position peaked at $5.94M in Q4 2014. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Elite Wealth Management held 454 shares of Vanguard S&P 500 ETF worth $271K as of Q1 2026.
Elite Wealth Management sold 160 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $100K.
Vanguard S&P 500 ETF made up 0.09% of Elite Wealth Management's portfolio in Q1 2026, its #43 holding.
Elite Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2014 and has held it in 7 quarters since.
Elite Wealth Management's Vanguard S&P 500 ETF position peaked at $5.94M in Q4 2014.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Elite Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.