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Omni 360 Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Omni 360 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 		$397K Buy
578
+6
+1% +$4K 0.18% 93
2026
Q1 		$342K Buy
572
+2
+0.4% +$1.25K 0.18% 98
2025
Q4 		$362K Buy
570
+3
+0.5% +$1.86K 0.19% 97
2025
Q3 		$347K Hold
567
– – 0.19% 92
2025
Q2 		$322K Buy
567
+2
+0.4% +$1.05K 0.2% 91
2025
Q1 		$290K Buy
565
+63
+13% +$34.1K 0.19% 86
2024
Q4 		$270K Hold
502
– – 0.18% 94
2024
Q3 		$265K Hold
502
– – 0.18% 101
2024
Q2 		$251K Buy
+502
New +$242K 0.19% 98

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

Omni 360 Wealth's VOO Position: Q2 2026 in Review

Omni 360 Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 1% in Q2 2026, buying an estimated $4K and bringing the position to 578 shares worth $397K. The position accounts for 0.18% of the portfolio, ranked #93.

Omni 360 Wealth first reported a position in VOO in Q2 2024 and has held it in 9 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Omni 360 Wealth held 578 shares of Vanguard S&P 500 ETF worth $397K as of Q2 2026.
  • Omni 360 Wealth bought 6 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4K.
  • Vanguard S&P 500 ETF made up 0.18% of Omni 360 Wealth's portfolio in Q2 2026, its #93 holding.
  • Omni 360 Wealth first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.