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

Merkkuri 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 Q2	$483K	Buy	704 +5	+0.7%	+$3.33K	0.3%	56
2026 Q1	$418K	Buy	699 +8	+1%	+$5K	0.28%	58
2025 Q4	$433K	Buy	691 +15	+2%	+$9.32K	0.29%	60
2025 Q3	$414K	Buy	676 +30	+5%	+$17.7K	0.3%	58
2025 Q2	$367K	Buy	646 +23	+4%	+$12.1K	0.28%	62
2025 Q1	$320K	Buy	623 +9	+1%	+$4.87K	0.27%	68
2024 Q4	$331K	Buy	614 +13	+2%	+$7.04K	0.26%	69
2024 Q3	$317K	Buy	601 +20	+3%	+$10.2K	0.25%	66
2024 Q2	$291K	Buy	+581	New	+$280K	0.27%	65

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

Merkkuri Wealth Advisors's VOO Position: Q2 2026 in Review

Merkkuri Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.72% in Q2 2026, buying an estimated $3.33K and bringing the position to 704 shares worth $483K. The position accounts for 0.3% of the portfolio, ranked #56.

Merkkuri Wealth Advisors first reported a position in VOO in Q2 2024 and has held it in 9 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Merkkuri Wealth Advisors held 704 shares of Vanguard S&P 500 ETF worth $483K as of Q2 2026.
Merkkuri Wealth Advisors bought 5 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.33K.
Vanguard S&P 500 ETF made up 0.3% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Merkkuri Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.