VWA
VOO icon

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

Visionary 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 		$23M Buy
38,573
+2,501
+7% +$1.56M 1.02% 15
2025
Q4 		$22.6M Buy
36,072
+396
+1% +$246K 1.02% 16
2025
Q3 		$21.8M Buy
35,676
+9,266
+35% +$5.46M 1.02% 17
2025
Q2 		$15M Buy
26,410
+2,638
+11% +$1.39M 0.77% 32
2025
Q1 		$12.2M Buy
23,772
+3,050
+15% +$1.65M 0.73% 31
2024
Q4 		$11.2M Buy
20,722
+2,820
+16% +$1.53M 0.65% 38
2024
Q3 		$9.45M Buy
17,902
+1,412
+9% +$718K 0.57% 48
2024
Q2 		$8.25M Sell
16,490
-652
-4% -$314K 0.54% 54
2024
Q1 		$8.24M Buy
17,142
+42
+0.2% +$19.2K 0.56% 46
2023
Q4 		$7.47M Buy
17,100
+1,417
+9% +$580K 0.55% 45
2023
Q3 		$6.16M Buy
15,683
+1,444
+10% +$590K 0.5% 53
2023
Q2 		$5.8M Buy
14,239
+4,271
+43% +$1.65M 0.46% 64
2023
Q1 		$3.75M Buy
9,968
+3,437
+53% +$1.26M 0.32% 82
2022
Q4 		$2.29M Sell
6,531
-1,887
-22% -$667K 0.21% 107
2022
Q3 		$2.76M Sell
8,418
-1,464
-15% -$535K 0.29% 94
2022
Q2 		$3.43M Sell
9,882
-1,190
-11% -$448K 0.31% 87
2022
Q1 		$4.6M Sell
11,072
-342
-3% -$140K 0.37% 75
2021
Q4 		$4.98M Buy
11,414
+257
+2% +$108K 0.41% 61
2021
Q3 		$4.4M Buy
11,157
+3,820
+52% +$1.55M 0.45% 55
2021
Q2 		$2.89M Sell
7,337
-15,322
-68% -$5.88M 0.29% 83
2021
Q1 		$8.26M Sell
22,659
-721
-3% -$256K 0.87% 29
2020
Q4 		$8.04M Buy
23,380
+9,281
+66% +$3.03M 0.9% 29
2020
Q3 		$4.34M Buy
14,099
+1,518
+12% +$462K 0.61% 42
2020
Q2 		$3.57M Buy
12,581
+201
+2% +$54.1K 0.54% 45
2020
Q1 		$2.93M Sell
12,380
-13,701
-53% -$3.84M 0.55% 57
2019
Q4 		$7.71M Buy
+26,081
New +$7.38M 1.38% 20

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

Visionary Wealth Advisors's VOO Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 6.9% in Q1 2026, buying an estimated $1.56M and bringing the position to 38,573 shares worth $23M. The position accounts for 1.02% of the portfolio, ranked #15.

Visionary Wealth Advisors first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Visionary Wealth Advisors held 38,573 shares of Vanguard S&P 500 ETF worth $23M as of Q1 2026.
  • Visionary Wealth Advisors bought 2,501 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.56M.
  • Vanguard S&P 500 ETF made up 1.02% of Visionary Wealth Advisors's portfolio in Q1 2026, its #15 holding.
  • Visionary Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.