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Realta Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Realta Investment 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 		$3.92M Buy
5,703
+1,519
+36% +$1.01M 1.22% 17
2026
Q1 		$2.5M Sell
4,184
-1,379
-25% -$862K 0.87% 26
2025
Q4 		$3.49M Buy
5,563
+295
+6% +$183K 1.14% 19
2025
Q3 		$3.23M Buy
5,268
+1,130
+27% +$666K 1.08% 22
2025
Q2 		$2.35M Buy
4,138
+612
+17% +$322K 0.93% 23
2025
Q1 		$1.81M Buy
3,526
+121
+4% +$65.4K 0.83% 29
2024
Q4 		$1.85M Buy
3,405
+2,823
+485% +$1.53M 0.76% 31
2024
Q3 		$313K Sell
582
-3,198
-85% -$1.63M 0.14% 137
2024
Q2 		$1.89M Buy
3,780
+168
+5% +$80.8K 0.37% 59
2024
Q1 		$1.74M Buy
3,612
+31
+0.9% +$14.2K 0.36% 62
2023
Q4 		$1.56M Sell
3,581
-393
-10% -$161K 0.35% 57
2023
Q3 		$1.62M Buy
3,974
+59
+2% +$24.1K 0.37% 56
2023
Q2 		$1.59M Sell
3,915
-625
-14% -$241K 0.35% 60
2023
Q1 		$1.71M Sell
4,540
-169
-4% -$62K 0.41% 55
2022
Q4 		$1.65M Buy
4,709
+296
+7% +$105K 0.4% 57
2022
Q3 		$1.45M Buy
4,413
+82
+2% +$29.9K 0.38% 56
2022
Q2 		$1.52M Sell
4,331
-415
-9% -$156K 0.37% 56
2022
Q1 		$1.97M Buy
4,746
+905
+24% +$370K 0.39% 56
2021
Q4 		$1.68M Buy
3,841
+189
+5% +$79.8K 0.37% 58
2021
Q3 		$1.44M Buy
3,652
+361
+11% +$146K 0.34% 62
2021
Q2 		$1.29M Buy
3,291
+1,426
+76% +$547K 0.31% 77
2021
Q1 		$679K Sell
1,865
-48
-3% -$17K 0.18% 148
2020
Q4 		$657K Sell
1,913
-219
-10% -$71.4K 0.19% 130
2020
Q3 		$656K Sell
2,132
-659
-24% -$201K 0.22% 102
2020
Q2 		$791K Buy
2,791
+985
+55% +$265K 0.26% 99
2020
Q1 		$428K Sell
1,806
-543
-23% -$152K 0.18% 156
2019
Q4 		$678K Sell
2,349
-191
-8% -$54K 0.19% 138
2019
Q3 		$690K Sell
2,540
-41
-2% -$11.1K 0.19% 124
2019
Q2 		$695K Buy
2,581
+1,430
+124% +$378K 0.19% 129
2019
Q1 		$298K Buy
+1,151
New +$288K 0.14% 203

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
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 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
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 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

Realta Investment Advisors's VOO Position: Q2 2026 in Review

Realta Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 36% in Q2 2026, buying an estimated $1.01M and bringing the position to 5,703 shares worth $3.92M. The position accounts for 1.22% of the portfolio, ranked #17.

Realta Investment Advisors first reported a position in VOO in Q1 2019 and has held it in 30 quarters since. 1,442 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Realta Investment Advisors held 5,703 shares of Vanguard S&P 500 ETF worth $3.92M as of Q2 2026.
  • Realta Investment Advisors bought 1,519 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.01M.
  • Vanguard S&P 500 ETF made up 1.22% of Realta Investment Advisors's portfolio in Q2 2026, its #17 holding.
  • Realta Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,442 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.