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

ORBA 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 Q1	$969K	Buy	1,622 +1	+0.1%	+$625	1.16%	26
2025 Q4	$1.02M	Sell	1,621 -35	-2%	-$21.8K	0.88%	33
2025 Q3	$1.01M	Buy	1,656 +1	+0.1%	+$589	0.83%	31
2025 Q2	$940K	Buy	1,655 +36	+2%	+$18.9K	0.86%	33
2025 Q1	$832K	Hold	1,619	–	–	0.42%	45
2024 Q4	$872K	Buy	1,619 +5	+0.3%	+$2.71K	0.46%	45
2024 Q3	$852K	Buy	1,614 +494	+44%	+$251K	0.43%	45
2024 Q2	$560K	Buy	+1,120	New	+$539K	0.29%	55

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

ORBA Wealth Advisors's VOO Position: Q1 2026 in Review

ORBA Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.06% in Q1 2026, buying an estimated $625 and bringing the position to 1,622 shares worth $969K. The position accounts for 1.16% of the portfolio, ranked #26.

ORBA Wealth Advisors first reported a position in VOO in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

ORBA Wealth Advisors held 1,622 shares of Vanguard S&P 500 ETF worth $969K as of Q1 2026.
ORBA Wealth Advisors bought 1 Vanguard S&P 500 ETF share in Q1 2026, an estimated $625.
Vanguard S&P 500 ETF made up 1.16% of ORBA Wealth Advisors's portfolio in Q1 2026, its #26 holding.
ORBA Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
ORBA Wealth Advisors's Vanguard S&P 500 ETF position peaked at $1.02M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.