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UP Strategic Wealth Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

UP Strategic Wealth Investment 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 		$1.49M Hold
2,212
– – 0.94% 18
2025
Q4 		$1.41M Buy
2,212
+158
+8% +$98.2K 1.02% 15
2025
Q3 		$1.26M Hold
2,054
– – 0.94% 19
2025
Q2 		$1.17M Hold
2,054
– – 0.91% 18
2025
Q1 		$1.06M Hold
2,054
– – 0.94% 18
2024
Q4 		$1.11M Hold
2,054
– – 1.11% 18
2024
Q3 		$1.08M Buy
+2,054
New +$1.04M 1.21% 15

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

UP Strategic Wealth Investment Advisors's VOO Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 2,212 shares worth $1.49M. The position accounts for 0.94% of the portfolio, ranked #18.

UP Strategic Wealth Investment Advisors first reported a position in VOO in Q3 2024 and has held it in 7 quarters since. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 2,212 shares of Vanguard S&P 500 ETF worth $1.49M as of Q1 2026.
  • UP Strategic Wealth Investment Advisors left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
  • Vanguard S&P 500 ETF made up 0.94% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #18 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
  • 3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.