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

Elk River 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	$747K	Sell	1,088 -11	-1%	-$7.33K	0.12%	66
2026 Q1	$657K	Hold	1,099	–	–	0.11%	64
2025 Q4	$689K	Hold	1,099	–	–	0.11%	65
2025 Q3	$675K	Hold	1,099	–	–	0.11%	63
2025 Q2	$626K	Hold	1,099	–	–	0.11%	61
2025 Q1	$565K	Hold	1,099	–	–	0.11%	62
2024 Q4	$592K	Hold	1,099	–	–	0.11%	63
2024 Q3	$582K	Hold	1,099	–	–	0.11%	65
2024 Q2	$552K	Sell	1,099 -8	-0.7%	-$3.85K	0.11%	63
2024 Q1	$532K	Sell	1,107 -8	-0.7%	-$3.66K	0.11%	66
2023 Q4	$487K	Buy	1,115 +7	+0.6%	+$2.87K	0.09%	80
2023 Q3	$437K	Hold	1,108	–	–	0.1%	81
2023 Q2	$453K	Hold	1,108	–	–	0.1%	81
2023 Q1	$417K	Hold	1,108	–	–	0.09%	81
2022 Q4	$389K	Sell	1,108 -4	-0.4%	-$1.41K	0.09%	84
2022 Q3	$367K	Sell	1,112 -288	-21%	-$105K	0.1%	82
2022 Q2	$488K	Sell	1,400 -73	-5%	-$27.5K	0.12%	73
2022 Q1	$612K	Sell	1,473 -45	-3%	-$18.4K	0.13%	72
2021 Q4	$663K	Buy	1,518 +70	+5%	+$29.5K	0.15%	74
2021 Q3	$573K	Sell	1,448 -96	-6%	-$38.9K	0.14%	76
2021 Q2	$610K	Buy	1,544 +109	+8%	+$41.8K	0.16%	73
2021 Q1	$523K	Sell	1,435 -67	-4%	-$23.8K	0.15%	79
2020 Q4	$516K	Buy	+1,502	New	+$490K	0.17%	81

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

Elk River Wealth Management's VOO Position: Q2 2026 in Review

Elk River Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1% in Q2 2026, selling an estimated $7.33K and leaving 1,088 shares worth $747K. The position accounts for 0.12% of the portfolio, ranked #66.

Elk River Wealth Management first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Elk River Wealth Management held 1,088 shares of Vanguard S&P 500 ETF worth $747K as of Q2 2026.
Elk River Wealth Management sold 11 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $7.33K.
Vanguard S&P 500 ETF made up 0.12% of Elk River Wealth Management's portfolio in Q2 2026, its #66 holding.
Elk River Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.