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 Q2	$3.91M	Buy	5,696 +1,920	+51%	+$1.28M	0.58%	62
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Prevail Innovative Wealth Advisors's VOO Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 51% in Q2 2026, buying an estimated $1.28M and bringing the position to 5,696 shares worth $3.91M. The position accounts for 0.58% of the portfolio, ranked #62.

Prevail Innovative Wealth Advisors first reported a position in VOO in Q2 2023 and has held it in 5 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Prevail Innovative Wealth Advisors held 5,696 shares of Vanguard S&P 500 ETF worth $3.91M as of Q2 2026.
Prevail Innovative Wealth Advisors bought 1,920 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.28M.
Vanguard S&P 500 ETF made up 0.58% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #62 holding.
Prevail Innovative Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 5 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.