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

Valued 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 		$11.7K Hold
17
– – ﹤0.01% 286
2026
Q1 		$10.2K Hold
17
– – ﹤0.01% 288
2025
Q4 		$10.7K Hold
17
– – ﹤0.01% 214
2025
Q3 		$10.4K Hold
17
– – ﹤0.01% 207
2025
Q2 		$9.69K Hold
17
– – 0.01% 217
2025
Q1 		$8.74K Hold
17
– – 0.01% 247
2024
Q4 		$9.16K Hold
17
– – 0.01% 243
2024
Q3 		$9K Hold
17
– – 0.01% 225
2024
Q2 		$8.53K Buy
+17
New +$8.18K 0.01% 216

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 22.9% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Valued Wealth Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 17 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Valued Wealth Advisors first reported a position in VOO in Q2 2024 and has held it in 9 quarters since. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Valued Wealth Advisors held 17 shares of Vanguard S&P 500 ETF worth $11.7K as of Q2 2026.
  • Valued Wealth Advisors left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #286 holding.
  • Valued Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
  • 4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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