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Proactive Wealth Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

Proactive Wealth Strategies’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 		$937K Buy
1,364
+597
+78% +$398K 0.15% 109
2026
Q1 		$459K Buy
767
+384
+100% +$240K 0.09% 148
2025
Q4 		$240K Buy
383
+35
+10% +$21.8K 0.1% 134
2025
Q3 		$213K Buy
+348
New +$205K 0.09% 133

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Proactive Wealth Strategies's VOO Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Vanguard S&P 500 ETF (VOO) stake by 78% in Q2 2026, buying an estimated $398K and bringing the position to 1,364 shares worth $937K. The position accounts for 0.15% of the portfolio, ranked #109.

Proactive Wealth Strategies first reported a position in VOO in Q3 2025 and has held it in 4 quarters since. 2,960 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Proactive Wealth Strategies held 1,364 shares of Vanguard S&P 500 ETF worth $937K as of Q2 2026.
  • Proactive Wealth Strategies bought 597 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $398K.
  • Vanguard S&P 500 ETF made up 0.15% of Proactive Wealth Strategies's portfolio in Q2 2026, its #109 holding.
  • Proactive Wealth Strategies first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,960 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.