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

Prevail Innovative 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	$2.26M	Sell	3,776 -1,264	-25%	-$791K	0.38%	87
2025 Q4	$3.16M	Buy	5,040 +596	+13%	+$370K	0.57%	68
2025 Q3	$2.72M	Buy	+4,444	New	+$2.62M	0.53%	66
2023 Q3	–	Sell	-4,443	Closed	-$1.81M	–	160
2023 Q2	$1.81M	Buy	+4,443	New	+$1.71M	0.99%	35

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

Prevail Innovative Wealth Advisors's VOO Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 25% in Q1 2026, selling an estimated $791K and leaving 3,776 shares worth $2.26M. The position accounts for 0.38% of the portfolio, ranked #87.

Prevail Innovative Wealth Advisors first reported a position in VOO in Q2 2023 and has held it in 4 quarters since. The position peaked at $3.16M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Prevail Innovative Wealth Advisors held 3,776 shares of Vanguard S&P 500 ETF worth $2.26M as of Q1 2026.
Prevail Innovative Wealth Advisors sold 1,264 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $791K.
Vanguard S&P 500 ETF made up 0.38% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #87 holding.
Prevail Innovative Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 4 quarters since.
Prevail Innovative Wealth Advisors's Vanguard S&P 500 ETF position peaked at $3.16M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.