TA
VOO icon

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

TruWealth 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 		$22M Buy
36,766
+53
+0.1% +$33.1K 1.06% 35
2025
Q4 		$23M Sell
36,713
-312
-0.8% -$194K 1.13% 31
2025
Q3 		$22.7M Buy
37,025
+618
+2% +$364K 1.15% 30
2025
Q2 		$20.7M Buy
36,407
+1,137
+3% +$598K 1.14% 30
2025
Q1 		$18.1M Buy
35,270
+211
+0.6% +$114K 1.09% 31
2024
Q4 		$18.9M Buy
35,059
+483
+1% +$262K 1.14% 29
2024
Q3 		$18.2M Buy
34,576
+725
+2% +$369K 1.12% 27
2024
Q2 		$16.9M Buy
33,851
+278
+0.8% +$134K 1.13% 28
2024
Q1 		$16.1M Buy
33,573
+1,236
+4% +$566K 1.13% 28
2023
Q4 		$14.1M Buy
32,337
+1,001
+3% +$410K 1.08% 30
2023
Q3 		$12.3M Buy
31,336
+326
+1% +$133K 1.06% 28
2023
Q2 		$12.6M Buy
31,010
+157
+0.5% +$60.6K 1.08% 31
2023
Q1 		$11.6M Buy
30,853
+797
+3% +$292K 1.06% 28
2022
Q4 		$10.6M Buy
30,056
+2,217
+8% +$783K 1.03% 27
2022
Q3 		$9.14M Buy
27,839
+1,120
+4% +$409K 0.97% 26
2022
Q2 		$9.27M Buy
26,719
+2,385
+10% +$898K 0.99% 28
2022
Q1 		$10.1M Buy
24,334
+1,310
+6% +$536K 1.05% 27
2021
Q4 		$10.1M Buy
23,024
+140
+0.6% +$59.1K 1.02% 29
2021
Q3 		$9.03M Buy
22,884
+735
+3% +$298K 1.01% 31
2021
Q2 		$8.72M Sell
22,149
-817
-4% -$314K 1.02% 28
2021
Q1 		$8.37M Buy
22,966
+1,611
+8% +$571K 1.14% 24
2020
Q4 		$7.34M Buy
+21,355
New +$6.96M 1.1% 27

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

TruWealth Advisors's VOO Position: Q1 2026 in Review

TruWealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.14% in Q1 2026, buying an estimated $33.1K and bringing the position to 36,766 shares worth $22M. The position accounts for 1.06% of the portfolio, ranked #35.

TruWealth Advisors first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $23M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • TruWealth Advisors held 36,766 shares of Vanguard S&P 500 ETF worth $22M as of Q1 2026.
  • TruWealth Advisors bought 53 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $33.1K.
  • Vanguard S&P 500 ETF made up 1.06% of TruWealth Advisors's portfolio in Q1 2026, its #35 holding.
  • TruWealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's Vanguard S&P 500 ETF position peaked at $23M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.