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

Soltis 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 		$15.9M Buy
23,087
+3,774
+20% +$2.52M 0.88% 18
2026
Q1 		$11.5M Buy
19,313
+499
+3% +$312K 0.73% 21
2025
Q4 		$11.8M Buy
18,814
+5,303
+39% +$3.3M 0.78% 19
2025
Q3 		$8.27M Buy
13,511
+1,010
+8% +$595K 0.57% 38
2025
Q2 		$7.1M Buy
12,501
+924
+8% +$486K 0.56% 42
2025
Q1 		$5.95M Buy
11,577
+264
+2% +$143K 0.53% 47
2024
Q4 		$6.1M Sell
11,313
-5
-0% -$2.71K 0.56% 43
2024
Q3 		$5.97M Buy
11,318
+782
+7% +$397K 0.58% 50
2024
Q2 		$5.27M Sell
10,536
-780
-7% -$375K 0.56% 57
2024
Q1 		$5.44M Buy
11,316
+2,259
+25% +$1.03M 0.61% 55
2023
Q4 		$3.96M Sell
9,057
-399
-4% -$163K 0.45% 74
2023
Q3 		$3.71M Sell
9,456
-216
-2% -$88.3K 0.48% 62
2023
Q2 		$3.94M Sell
9,672
-1,642
-15% -$633K 0.46% 63
2023
Q1 		$4.25M Buy
11,314
+1,788
+19% +$656K 0.54% 52
2022
Q4 		$3.35M Buy
9,526
+48
+0.5% +$17K 0.44% 68
2022
Q3 		$3.11M Buy
9,478
+1,667
+21% +$609K 0.47% 65
2022
Q2 		$2.71M Sell
7,811
-50
-0.6% -$18.8K 0.39% 71
2022
Q1 		$3.26M Sell
7,861
-569
-7% -$233K 0.45% 47
2021
Q4 		$3.68M Buy
8,430
+1,426
+20% +$602K 0.52% 38
2021
Q3 		$2.76M Buy
7,004
+825
+13% +$335K 0.43% 45
2021
Q2 		$2.43M Hold
6,179
– – 0.39% 55
2021
Q1 		$2.25M Buy
6,179
+28
+0.5% +$9.93K 0.41% 43
2020
Q4 		$2.11M Sell
6,151
-58
-0.9% -$18.9K 0.39% 42
2020
Q3 		$1.91M Hold
6,209
– – 0.45% 43
2020
Q2 		$1.76M Buy
6,209
+191
+3% +$51.4K 0.46% 42
2020
Q1 		$1.43M Hold
6,018
– – 0.44% 39
2019
Q4 		$1.78M Buy
+6,018
New +$1.7M 0.34% 44

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

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

Soltis Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 20% in Q2 2026, buying an estimated $2.52M and bringing the position to 23,087 shares worth $15.9M. The position accounts for 0.88% of the portfolio, ranked #18.

Soltis Investment Advisors first reported a position in VOO in Q4 2019 and has held it in 27 quarters since. 4,012 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Soltis Investment Advisors held 23,087 shares of Vanguard S&P 500 ETF worth $15.9M as of Q2 2026.
  • Soltis Investment Advisors bought 3,774 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.52M.
  • Vanguard S&P 500 ETF made up 0.88% of Soltis Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • Soltis Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 4,012 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.