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

New Wave 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	$958K	Buy	1,395 +190	+16%	+$127K	0.26%	84
2026 Q1	$720K	Sell	1,205 -1,376	-53%	-$861K	0.25%	77
2025 Q4	$1.62M	Sell	2,581 -522	-17%	-$324K	0.59%	34
2025 Q3	$1.91M	Sell	3,103 -188	-6%	-$111K	0.74%	33
2025 Q2	$1.87M	Buy	3,291 +272	+9%	+$143K	0.79%	33
2025 Q1	$1.55M	Sell	3,019 -381	-11%	-$206K	0.7%	35
2024 Q4	$1.83M	Buy	3,400 +1,171	+53%	+$634K	0.75%	31
2024 Q3	$1.18M	Buy	2,229 +1,181	+113%	+$600K	0.54%	42
2024 Q2	$524K	Buy	+1,048	New	+$504K	0.28%	58

Other funds holding VOO

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

New Wave Wealth Advisors's VOO Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 16% in Q2 2026, buying an estimated $127K and bringing the position to 1,395 shares worth $958K. The position accounts for 0.26% of the portfolio, ranked #84.

New Wave Wealth Advisors first reported a position in VOO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.91M in Q3 2025. 1,728 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

New Wave Wealth Advisors held 1,395 shares of Vanguard S&P 500 ETF worth $958K as of Q2 2026.
New Wave Wealth Advisors bought 190 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $127K.
Vanguard S&P 500 ETF made up 0.26% of New Wave Wealth Advisors's portfolio in Q2 2026, its #84 holding.
New Wave Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
New Wave Wealth Advisors's Vanguard S&P 500 ETF position peaked at $1.91M in Q3 2025.
1,728 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.