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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

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
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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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. 1,026 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.
  • 1,026 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.