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Optivise Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Optivise Advisory Services’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 		$2.04M Buy
2,971
+132
+5% +$88K 1.04% 21
2026
Q1 		$1.7M Buy
2,839
+74
+3% +$46.3K 1.03% 19
2025
Q4 		$1.73M Buy
2,765
+324
+13% +$201K 1% 23
2025
Q3 		$1.49M Sell
2,441
-1,335
-35% -$787K 0.89% 28
2025
Q2 		$2.14M Buy
3,776
+339
+10% +$178K 1.1% 19
2025
Q1 		$1.77M Buy
3,437
+156
+5% +$84.3K 0.99% 18
2024
Q4 		$1.77M Buy
3,281
+127
+4% +$68.8K 0.95% 23
2024
Q3 		$1.66M Buy
3,154
+4
+0.1% +$2.03K 0.88% 29
2024
Q2 		$1.58M Buy
+3,150
New +$1.52M 0.85% 29

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

Optivise Advisory Services's VOO Position: Q2 2026 in Review

Optivise Advisory Services increased its Vanguard S&P 500 ETF (VOO) stake by 4.6% in Q2 2026, buying an estimated $88K and bringing the position to 2,971 shares worth $2.04M. The position accounts for 1.04% of the portfolio, ranked #21.

Optivise Advisory Services first reported a position in VOO in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.14M in Q2 2025. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Optivise Advisory Services held 2,971 shares of Vanguard S&P 500 ETF worth $2.04M as of Q2 2026.
  • Optivise Advisory Services bought 132 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $88K.
  • Vanguard S&P 500 ETF made up 1.04% of Optivise Advisory Services's portfolio in Q2 2026, its #21 holding.
  • Optivise Advisory Services first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • Optivise Advisory Services's Vanguard S&P 500 ETF position peaked at $2.14M in Q2 2025.
  • 1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.