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

Omnia Family 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 		$3.79M Sell
5,522
-141
-2% -$94K 1.02% 16
2026
Q1 		$3.38M Sell
5,663
-9,211
-62% -$5.76M 1.07% 14
2025
Q4 		$9.33M Sell
14,874
-1,852
-11% -$1.15M 2.75% 8
2025
Q3 		$10.3M Sell
16,726
-735
-4% -$433K 3.34% 6
2025
Q2 		$9.95M Buy
17,461
+7,573
+77% +$3.98M 3.6% 6
2025
Q1 		$5.08M Sell
9,888
-28
-0.3% -$15.1K 2.13% 12
2024
Q4 		$5.34M Buy
9,916
+68
+0.7% +$36.8K 2.21% 11
2024
Q3 		$5.21M Buy
9,848
+9,271
+1,607% +$4.71M 2.23% 11
2024
Q2 		$290K Buy
+577
New +$278K 0.12% 58

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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
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
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Omnia Family Wealth's VOO Position: Q2 2026 in Review

Omnia Family Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 2.5% in Q2 2026, selling an estimated $94K and leaving 5,522 shares worth $3.79M. The position accounts for 1.02% of the portfolio, ranked #16.

Omnia Family Wealth first reported a position in VOO in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.3M in Q3 2025. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Omnia Family Wealth held 5,522 shares of Vanguard S&P 500 ETF worth $3.79M as of Q2 2026.
  • Omnia Family Wealth sold 141 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $94K.
  • Vanguard S&P 500 ETF made up 1.02% of Omnia Family Wealth's portfolio in Q2 2026, its #16 holding.
  • Omnia Family Wealth first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • Omnia Family Wealth's Vanguard S&P 500 ETF position peaked at $10.3M in Q3 2025.
  • 1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.