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

Strategies 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 		$2.33M Buy
3,390
+13
+0.4% +$8.67K 0.21% 50
2026
Q1 		$2.02M Sell
3,377
-393
-10% -$246K 0.2% 43
2025
Q4 		$2.36M Sell
3,770
-286
-7% -$178K 0.24% 37
2025
Q3 		$2.48M Sell
4,056
-2,238
-36% -$1.32M 0.26% 34
2025
Q2 		$3.58M Sell
6,294
-89
-1% -$46.8K 0.39% 28
2025
Q1 		$3.28M Sell
6,383
-362
-5% -$196K 0.4% 29
2024
Q4 		$3.75M Sell
6,745
-882
-12% -$478K 0.47% 24
2024
Q3 		$4.02M Buy
7,627
+48
+0.6% +$24.4K 0.54% 23
2024
Q2 		$3.79M Sell
7,579
-94
-1% -$45.2K 0.55% 24
2024
Q1 		$3.69M Buy
7,673
+3,453
+82% +$1.58M 0.57% 21
2023
Q4 		$1.84M Sell
4,220
-325
-7% -$133K 0.31% 33
2023
Q3 		$1.78M Buy
4,545
+298
+7% +$122K 0.35% 34
2023
Q2 		$1.73M Buy
4,247
+126
+3% +$48.6K 0.35% 34
2023
Q1 		$1.55M Sell
4,121
-69
-2% -$25.3K 0.34% 35
2022
Q4 		$1.47M Buy
+4,190
New +$1.48M 0.36% 33
2022
Q2 		$1.23M Sell
3,549
-19
-0.5% -$7.16K 0.35% 35
2022
Q1 		$1.48M Buy
3,568
+1,173
+49% +$480K 0.4% 35
2021
Q4 		$1.05M Buy
+2,395
New +$1.01M 0.29% 39

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

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

Strategies Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.38% in Q2 2026, buying an estimated $8.67K and bringing the position to 3,390 shares worth $2.33M. The position accounts for 0.21% of the portfolio, ranked #50.

Strategies Wealth Advisors first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.02M in Q3 2024. 4,012 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Strategies Wealth Advisors held 3,390 shares of Vanguard S&P 500 ETF worth $2.33M as of Q2 2026.
  • Strategies Wealth Advisors bought 13 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $8.67K.
  • Vanguard S&P 500 ETF made up 0.21% of Strategies Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Strategies Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Strategies Wealth Advisors's Vanguard S&P 500 ETF position peaked at $4.02M in Q3 2024.
  • 4,012 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.