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Evolution Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Evolution Wealth Advisors’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 		$17.6M Buy
29,476
+1,001
+4% +$626K 1.79% 11
2025
Q4 		$17.9M Sell
28,475
-245
-0.9% -$152K 1.8% 11
2025
Q3 		$17.6M Buy
28,720
+745
+3% +$439K 2.36% 9
2025
Q2 		$15.9M Buy
27,975
+8,625
+45% +$4.53M 2.33% 10
2025
Q1 		$9.94M Sell
19,350
-242
-1% -$131K 1.66% 13
2024
Q4 		$10.6M Buy
19,592
+619
+3% +$335K 1.77% 12
2024
Q3 		$10M Sell
18,973
-11
-0.1% -$5.59K 1.8% 12
2024
Q2 		$9.49M Sell
18,984
-8,204
-30% -$3.95M 1.85% 12
2024
Q1 		$13.1M Sell
27,188
-830
-3% -$380K 2.5% 8
2023
Q4 		$12.2M Sell
28,018
-330
-1% -$135K 2.46% 9
2023
Q3 		$11.1M Buy
28,348
+410
+1% +$168K 2.49% 9
2023
Q2 		$11.4M Buy
27,938
+1,763
+7% +$680K 2.51% 10
2023
Q1 		$9.84M Buy
26,175
+193
+0.7% +$70.8K 2.36% 11
2022
Q4 		$9.13M Buy
25,982
+20,449
+370% +$7.22M 2.3% 13
2022
Q3 		$1.82M Buy
5,533
+2,096
+61% +$766K 0.5% 35
2022
Q2 		$1.19M Buy
3,437
+396
+13% +$149K 0.3% 46
2022
Q1 		$1.26M Buy
3,041
+26
+0.9% +$10.6K 0.26% 47
2021
Q4 		$1.32K Hold
3,015
– – 0.2% 43
2021
Q3 		$1.19M Hold
3,015
– – 0.25% 41
2021
Q2 		$1.19M Hold
3,015
– – 0.24% 53
2021
Q1 		$1.1M Sell
3,015
-395
-12% -$140K 0.25% 59
2020
Q4 		$1.17M Sell
3,410
-1,600
-32% -$522K 0.26% 53
2020
Q3 		$1.54M Sell
5,010
-42
-0.8% -$12.8K 0.42% 43
2020
Q2 		$1.43M Sell
5,052
-5,398
-52% -$1.45M 0.47% 37
2020
Q1 		$2.48M Buy
10,450
+6,282
+151% +$1.76M 1% 23
2019
Q4 		$1.23M Buy
+4,168
New +$1.18M 0.31% 36
2019
Q3 		– Sell
-4,358
Closed -$1.18M – 591
2019
Q2 		$1.18M Buy
4,358
+53
+1% +$14K 0.51% 23
2019
Q1 		$1.12M Sell
4,305
-14,735
-77% -$3.68M 0.51% 30
2018
Q4 		$4.38M Buy
+19,040
New +$4.72M 2% 18

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Evolution Wealth Advisors's VOO Position: Q1 2026 in Review

Evolution Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 3.5% in Q1 2026, buying an estimated $626K and bringing the position to 29,476 shares worth $17.6M. The position accounts for 1.79% of the portfolio, ranked #11.

Evolution Wealth Advisors first reported a position in VOO in Q4 2018 and has held it in 29 quarters since. The position peaked at $17.9M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Evolution Wealth Advisors held 29,476 shares of Vanguard S&P 500 ETF worth $17.6M as of Q1 2026.
  • Evolution Wealth Advisors bought 1,001 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $626K.
  • Vanguard S&P 500 ETF made up 1.79% of Evolution Wealth Advisors's portfolio in Q1 2026, its #11 holding.
  • Evolution Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 29 quarters since.
  • Evolution Wealth Advisors's Vanguard S&P 500 ETF position peaked at $17.9M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.