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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Strategies Wealth Advisors's VOO Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 10% in Q1 2026, selling an estimated $246K and leaving 3,377 shares worth $2.02M. The position accounts for 0.2% of the portfolio, ranked #43.

Strategies Wealth Advisors first reported a position in VOO in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.02M in Q3 2024. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Strategies Wealth Advisors held 3,377 shares of Vanguard S&P 500 ETF worth $2.02M as of Q1 2026.
Strategies Wealth Advisors sold 393 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $246K.
Vanguard S&P 500 ETF made up 0.2% of Strategies Wealth Advisors's portfolio in Q1 2026, its #43 holding.
Strategies Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 17 quarters since.
Strategies Wealth Advisors's Vanguard S&P 500 ETF position peaked at $4.02M in Q3 2024.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.