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

Traveka Wealth’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 		$10.1M Sell
14,726
-326
-2% -$217K 3.36% 5
2026
Q1 		$8.99M Sell
15,052
-586
-4% -$366K 3.43% 5
2025
Q4 		$9.81M Sell
15,638
-742
-5% -$461K 3.99% 4
2025
Q3 		$10M Sell
16,380
-1,351
-8% -$796K 4.48% 4
2025
Q2 		$10.1M Buy
17,731
+165
+0.9% +$86.7K 5.34% 3
2025
Q1 		$9.03M Sell
17,566
-723
-4% -$391K 5.06% 3
2024
Q4 		$9.85M Sell
18,289
-21,109
-54% -$11.4M 5.43% 3
2024
Q3 		$20.8M Sell
39,398
-10,096
-20% -$5.13M 10.55% 1
2024
Q2 		$24.8M Sell
49,494
-14,796
-23% -$7.12M 12.08% 1
2024
Q1 		$30.9M Buy
64,290
+10,402
+19% +$4.76M 14.29% 1
2023
Q4 		$23.5M Buy
+53,888
New +$22.1M 11.84% 1

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Traveka Wealth's VOO Position: Q2 2026 in Review

Traveka Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 2.2% in Q2 2026, selling an estimated $217K and leaving 14,726 shares worth $10.1M. The position accounts for 3.36% of the portfolio, ranked #5.

Traveka Wealth first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.9M in Q1 2024. 2,194 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Traveka Wealth held 14,726 shares of Vanguard S&P 500 ETF worth $10.1M as of Q2 2026.
  • Traveka Wealth sold 326 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $217K.
  • Vanguard S&P 500 ETF made up 3.36% of Traveka Wealth's portfolio in Q2 2026, its #5 holding.
  • Traveka Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Traveka Wealth's Vanguard S&P 500 ETF position peaked at $30.9M in Q1 2024.
  • 2,194 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.