Vestia Personal Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Vestia Personal 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	$10M	Buy	16,809 +6,295	+60%	+$3.94M	4.72%	7
2025 Q4	$6.63M	Buy	10,514 +1,501	+17%	+$933K	3.37%	9
2025 Q3	$5.52M	Buy	9,013 +489	+6%	+$288K	3.2%	9
2025 Q2	$4.84M	Buy	8,524 +756	+10%	+$397K	3.32%	9
2025 Q1	$3.99M	Buy	7,768 +438	+6%	+$237K	3.16%	10
2024 Q4	$3.95M	Buy	7,330 +860	+13%	+$466K	3.25%	9
2024 Q3	$3.41M	Buy	6,470 +756	+13%	+$384K	3.22%	8
2024 Q2	$2.86M	Buy	+5,714	New	+$2.75M	3.05%	8

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

Vestia Personal Wealth Advisors's VOO Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 60% in Q1 2026, buying an estimated $3.94M and bringing the position to 16,809 shares worth $10M. The position accounts for 4.72% of the portfolio, ranked #7.

Vestia Personal Wealth Advisors first reported a position in VOO in Q2 2024 and has held it in 8 quarters since. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Vestia Personal Wealth Advisors held 16,809 shares of Vanguard S&P 500 ETF worth $10M as of Q1 2026.
Vestia Personal Wealth Advisors bought 6,295 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $3.94M.
Vanguard S&P 500 ETF made up 4.72% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #7 holding.
Vestia Personal Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.