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

Regent Peak 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 		$730K Buy
1,063
+38
+4% +$25.3K 0.14% 73
2026
Q1 		$612K Sell
1,025
-69
-6% -$43.2K 0.12% 73
2025
Q4 		$686K Sell
1,094
-68
-6% -$42.3K 0.14% 68
2025
Q3 		$712K Buy
+1,162
New +$685K 0.14% 61
2025
Q1 		$597K Sell
1,162
-6
-0.5% -$3.24K 0.14% 72
2024
Q4 		$629K Hold
1,168
– – 0.14% 70
2024
Q3 		$616K Sell
1,168
-66
-5% -$33.5K 0.14% 77
2024
Q2 		$617K Sell
1,234
-44
-3% -$21.2K 0.14% 79
2024
Q1 		$614K Hold
1,278
– – 0.16% 77
2023
Q4 		$558K Sell
1,278
-187
-13% -$76.6K 0.15% 77
2023
Q3 		$575K Sell
1,465
-20
-1% -$8.18K 0.18% 74
2023
Q2 		$605K Hold
1,485
– – 0.18% 73
2023
Q1 		$558K Hold
1,485
– – 0.17% 72
2022
Q4 		$522K Hold
1,485
– – 0.17% 81
2022
Q3 		$489K Sell
1,485
-281
-16% -$103K 0.17% 80
2022
Q2 		$612K Buy
1,766
+273
+18% +$103K 0.2% 69
2022
Q1 		$620K Sell
1,493
-55
-4% -$22.5K 0.18% 73
2021
Q4 		$676K Buy
1,548
+651
+73% +$275K 0.18% 76
2021
Q3 		$354K Buy
897
+2
+0.2% +$811 0.1% 114
2021
Q2 		$361K Buy
895
+4
+0.4% +$1.53K 0.1% 112
2021
Q1 		$324K Buy
891
+21
+2% +$7.45K 0.11% 112
2020
Q4 		$299K Buy
870
+18
+2% +$5.87K 0.1% 109
2020
Q3 		$262K Buy
852
+76
+10% +$23.2K 0.11% 105
2020
Q2 		$220K Buy
+776
New +$209K 0.1% 110

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Regent Peak Wealth Advisors's VOO Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 3.7% in Q2 2026, buying an estimated $25.3K and bringing the position to 1,063 shares worth $730K. The position accounts for 0.14% of the portfolio, ranked #73.

Regent Peak Wealth Advisors first reported a position in VOO in Q2 2020 and has held it in 24 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Regent Peak Wealth Advisors held 1,063 shares of Vanguard S&P 500 ETF worth $730K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 38 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $25.3K.
  • Vanguard S&P 500 ETF made up 0.14% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Regent Peak Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 24 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.