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

Strata 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	$8.02M	Buy	11,679 +961	+9%	+$641K	1.96%	13
2026 Q1	$6.4M	Buy	10,718 +6,825	+175%	+$4.27M	1.76%	12
2025 Q4	$2.44M	Buy	3,893 +566	+17%	+$352K	0.68%	25
2025 Q3	$2.04M	Buy	3,327 +1,222	+58%	+$720K	0.54%	29
2025 Q2	$1.2M	Buy	2,105 +99	+5%	+$52K	0.33%	36
2025 Q1	$1.03M	Buy	2,006 +444	+28%	+$240K	0.32%	38
2024 Q4	$842K	Buy	1,562 +264	+20%	+$143K	0.26%	41
2024 Q3	$685K	Buy	1,298 +293	+29%	+$149K	0.22%	42
2024 Q2	$503K	Buy	1,005 +95	+10%	+$45.7K	0.17%	45
2024 Q1	$437K	Buy	910 +251	+38%	+$115K	0.15%	48
2023 Q4	$288K	Buy	659 +91	+16%	+$37.3K	0.11%	57
2023 Q3	$223K	Buy	+568	New	+$232K	0.11%	51

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

Strata Wealth Advisors's VOO Position: Q2 2026 in Review

Strata Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 9% in Q2 2026, buying an estimated $641K and bringing the position to 11,679 shares worth $8.02M. The position accounts for 1.96% of the portfolio, ranked #13.

Strata Wealth Advisors first reported a position in VOO in Q3 2023 and has held it in 12 quarters since. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Strata Wealth Advisors held 11,679 shares of Vanguard S&P 500 ETF worth $8.02M as of Q2 2026.
Strata Wealth Advisors bought 961 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $641K.
Vanguard S&P 500 ETF made up 1.96% of Strata Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Strata Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.