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Holos Integrated Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Holos Integrated Wealth’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 		$1.4M Hold
2,032
– – 0.65% 31
2026
Q1 		$1.23M Buy
2,032
+616
+44% +$385K 0.62% 31
2025
Q4 		$890K Hold
1,416
– – 0.5% 29
2025
Q3 		$850K Hold
1,416
– – 0.5% 25
2025
Q2 		$829K Hold
1,416
– – 0.5% 28
2025
Q1 		$728K Hold
1,416
– – 0.48% 31
2024
Q4 		$763K Buy
+1,416
New +$767K 0.52% 29

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Holos Integrated Wealth's VOO Position: Q2 2026 in Review

Holos Integrated Wealth held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 2,032 shares worth $1.4M. The position accounts for 0.65% of the portfolio, ranked #31.

Holos Integrated Wealth first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 1,097 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Holos Integrated Wealth held 2,032 shares of Vanguard S&P 500 ETF worth $1.4M as of Q2 2026.
  • Holos Integrated Wealth left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.65% of Holos Integrated Wealth's portfolio in Q2 2026, its #31 holding.
  • Holos Integrated Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,097 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.