Gutierrez Wealth Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Gutierrez Wealth Advisory’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	$18.3M	Sell	26,716 -941	-3%	-$627K	10.6%	1
2026 Q1	$16.5M	Sell	27,657 -583	-2%	-$365K	10.27%	1
2025 Q4	$17.7M	Sell	28,240 -1,271	-4%	-$790K	11.13%	1
2025 Q3	$18.1M	Sell	29,511 -367	-1%	-$216K	11.56%	1
2025 Q2	$17M	Sell	29,878 -586	-2%	-$308K	11.38%	1
2025 Q1	$15.7M	Buy	30,464 +63	+0.2%	+$34.1K	12.71%	1
2024 Q4	$16.4M	Buy	+30,401	New	+$16.5M	13.51%	1

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

Gutierrez Wealth Advisory's VOO Position: Q2 2026 in Review

Gutierrez Wealth Advisory reduced its Vanguard S&P 500 ETF (VOO) stake by 3.4% in Q2 2026, selling an estimated $627K and leaving 26,716 shares worth $18.3M. The position accounts for 10.6% of the portfolio, ranked #1.

Gutierrez Wealth Advisory first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Gutierrez Wealth Advisory held 26,716 shares of Vanguard S&P 500 ETF worth $18.3M as of Q2 2026.
Gutierrez Wealth Advisory sold 941 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $627K.
Vanguard S&P 500 ETF made up 10.6% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #1 holding.
Gutierrez Wealth Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.