San Luis Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

San Luis 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	$629K	Buy	916 +1	+0.1%	+$667	0.09%	124
2026 Q1	$547K	Buy	915 +17	+2%	+$10.6K	0.09%	116
2025 Q4	$563K	Buy	898 +52	+6%	+$32.3K	0.09%	120
2025 Q3	$518K	Buy	846 +75	+10%	+$44.2K	0.09%	121
2025 Q2	$438K	Hold	771	–	–	0.09%	107
2025 Q1	$396K	Buy	771 +60	+8%	+$32.4K	0.09%	102
2024 Q4	$383K	Buy	711 +108	+18%	+$58.5K	0.07%	110
2024 Q3	$318K	Buy	+603	New	+$307K	0.07%	114
2023 Q2	–	Sell	-595	Closed	-$224K	–	189
2023 Q1	$224K	Buy	+595	New	+$218K	0.09%	149

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

San Luis Wealth Advisors's VOO Position: Q2 2026 in Review

San Luis Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.11% in Q2 2026, buying an estimated $667 and bringing the position to 916 shares worth $629K. The position accounts for 0.09% of the portfolio, ranked #124.

San Luis Wealth Advisors first reported a position in VOO in Q1 2023 and has held it in 9 quarters since. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

San Luis Wealth Advisors held 916 shares of Vanguard S&P 500 ETF worth $629K as of Q2 2026.
San Luis Wealth Advisors bought 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
Vanguard S&P 500 ETF made up 0.09% of San Luis Wealth Advisors's portfolio in Q2 2026, its #124 holding.
San Luis Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 9 quarters since.
3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.