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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Merkkuri Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 1.2% in Q1 2026, buying an estimated $5K and bringing the position to 699 shares worth $418K. The position accounts for 0.28% of the portfolio, ranked #58.

Merkkuri Wealth Advisors first reported a position in VOO in Q2 2024 and has held it in 8 quarters since. The position peaked at $433K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Merkkuri Wealth Advisors held 699 shares of Vanguard S&P 500 ETF worth $418K as of Q1 2026.
Merkkuri Wealth Advisors bought 8 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $5K.
Vanguard S&P 500 ETF made up 0.28% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #58 holding.
Merkkuri Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's Vanguard S&P 500 ETF position peaked at $433K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.