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

Olistico 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 		$1.59M Buy
180,629
+178,572
+8,681% +$119M 0.68% 35
2026
Q1 		$1.23M Buy
2,057
+32
+2% +$20K 0.61% 40
2025
Q4 		$1.27M Sell
2,025
-2
-0.1% -$1.24K 0.62% 37
2025
Q3 		$1.24M Buy
2,027
+1
+0% +$589 0.66% 33
2025
Q2 		$1.15M Sell
2,026
-264
-12% -$139K 0.64% 34
2025
Q1 		$1.18M Buy
2,290
+11
+0.5% +$5.95K 0.73% 30
2024
Q4 		$1.23M Sell
2,279
-39
-2% -$21.1K 0.71% 30
2024
Q3 		$1.22M Sell
2,318
-85
-4% -$43.2K 0.75% 29
2024
Q2 		$1.2M Buy
2,403
+511
+27% +$246K 0.77% 29
2024
Q1 		$909K Buy
1,892
+4
+0.2% +$1.83K 0.66% 34
2023
Q4 		$825K Buy
1,888
+349
+23% +$143K 0.64% 37
2023
Q3 		$604K Buy
1,539
+5
+0.3% +$2.04K 0.54% 49
2023
Q2 		$625K Hold
1,534
– – 0.53% 48
2023
Q1 		$577K Sell
1,534
-67
-4% -$24.6K 0.55% 49
2022
Q4 		$563K Buy
+1,601
New +$566K 0.61% 48

Other funds holding VOO

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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Olistico Wealth's VOO Position: Q2 2026 in Review

Olistico Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 8,681% in Q2 2026, buying an estimated $119M and bringing the position to 180,629 shares worth $1.59M. The position accounts for 0.68% of the portfolio, ranked #35.

Olistico Wealth first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 770 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Olistico Wealth held 180,629 shares of Vanguard S&P 500 ETF worth $1.59M as of Q2 2026.
  • Olistico Wealth bought 178,572 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $119M.
  • Vanguard S&P 500 ETF made up 0.68% of Olistico Wealth's portfolio in Q2 2026, its #35 holding.
  • Olistico Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 770 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.