Excelsior Advisor Network’s Vanguard S&P 500 ETF VOO Stock Holding History

Excelsior Advisor Network’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	$2.33M	Buy	3,394 +2,743	+421%	+$1.83M	0.31%	77
2026 Q1	$389K	Buy	+651	New	+$407K	0.15%	135

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 22.9% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Excelsior Advisor Network's VOO Position: Q2 2026 in Review

Excelsior Advisor Network increased its Vanguard S&P 500 ETF (VOO) stake by 421% in Q2 2026, buying an estimated $1.83M and bringing the position to 3,394 shares worth $2.33M. The position accounts for 0.31% of the portfolio, ranked #77.

Excelsior Advisor Network first reported a position in VOO in Q1 2026 and has held it in 2 quarters since. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Excelsior Advisor Network held 3,394 shares of Vanguard S&P 500 ETF worth $2.33M as of Q2 2026.
Excelsior Advisor Network bought 2,743 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.83M.
Vanguard S&P 500 ETF made up 0.31% of Excelsior Advisor Network's portfolio in Q2 2026, its #77 holding.
Excelsior Advisor Network first reported a position in Vanguard S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.