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

Octavia 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 		$331K Sell
482
-228
-32% -$152K 0.03% 163
2026
Q1 		$424K Sell
710
-350
-33% -$219K 0.04% 140
2025
Q4 		$665K Sell
1,060
-123
-10% -$76.4K 0.06% 112
2025
Q3 		$726K Buy
1,183
+286
+32% +$169K 0.07% 101
2025
Q2 		$511K Sell
897
-63
-7% -$33.1K 0.06% 114
2025
Q1 		$493K Buy
960
+53
+6% +$28.7K 0.06% 119
2024
Q4 		$489K Buy
907
+12
+1% +$6.5K 0.06% 121
2024
Q3 		$474K Buy
895
+64
+8% +$32.5K 0.06% 122
2024
Q2 		$417K Buy
831
+12
+1% +$5.77K 0.06% 136
2024
Q1 		$393K Buy
819
+10
+1% +$4.58K 0.06% 143
2023
Q4 		$353K Sell
809
-74
-8% -$30.3K 0.06% 157
2023
Q3 		$348K Buy
883
+208
+31% +$85K 0.07% 130
2023
Q2 		$276K Buy
+675
New +$260K 0.06% 150
2023
Q1 		– Sell
-3,305
Closed -$1.16M – 197
2022
Q4 		$1.16M Buy
+3,305
New +$1.17M 0.29% 54
2021
Q4 		– Sell
-1,044
Closed -$413K – 196
2021
Q3 		$413K Sell
1,044
-55
-5% -$22.3K 0.11% 108
2021
Q2 		$434K Sell
1,099
-43
-4% -$16.5K 0.11% 103
2021
Q1 		$416K Sell
1,142
-784
-41% -$278K 0.12% 104
2020
Q4 		$662K Buy
+1,926
New +$628K 0.21% 77

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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Octavia Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 32% in Q2 2026, selling an estimated $152K and leaving 482 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #163.

Octavia Wealth Advisors first reported a position in VOO in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.16M in Q4 2022. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Octavia Wealth Advisors held 482 shares of Vanguard S&P 500 ETF worth $331K as of Q2 2026.
  • Octavia Wealth Advisors sold 228 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $152K.
  • Vanguard S&P 500 ETF made up 0.03% of Octavia Wealth Advisors's portfolio in Q2 2026, its #163 holding.
  • Octavia Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 18 quarters since.
  • Octavia Wealth Advisors's Vanguard S&P 500 ETF position peaked at $1.16M in Q4 2022.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.