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

Wealth Alliance’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 		$1.57M Sell
2,635
-1,651
-39% -$1.03M 0.16% 127
2025
Q4 		$2.69M Buy
4,286
+2,646
+161% +$1.64M 0.26% 68
2025
Q3 		$1M Buy
1,640
+42
+3% +$24.8K 0.1% 177
2025
Q2 		$908K Buy
1,598
+119
+8% +$62.5K 0.1% 181
2025
Q1 		$760K Buy
1,479
+35
+2% +$18.9K 0.09% 198
2024
Q4 		$778K Sell
1,444
-5
-0.3% -$2.71K 0.09% 197
2024
Q3 		$764K Buy
1,449
+9
+0.6% +$4.58K 0.09% 198
2024
Q2 		$720K Buy
1,440
+20
+1% +$9.62K 0.09% 192
2024
Q1 		$683K Buy
1,420
+260
+22% +$119K 0.09% 217
2023
Q4 		$507K Buy
1,160
+19
+2% +$7.78K 0.07% 256
2023
Q3 		$448K Sell
1,141
-120
-10% -$49.1K 0.07% 251
2023
Q2 		$513K Buy
1,261
+119
+10% +$45.9K 0.08% 244
2023
Q1 		$429K Buy
1,142
+44
+4% +$16.1K 0.07% 270
2022
Q4 		$386K Buy
1,098
+1
+0.1% +$353 0.07% 281
2022
Q3 		$360K Buy
1,097
+34
+3% +$12.4K 0.07% 280
2022
Q2 		$369K Buy
+1,063
New +$400K 0.07% 268
2020
Q2 		– Sell
-889
Closed -$211K – 319
2020
Q1 		$211K Buy
+889
New +$249K 0.11% 215

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

Wealth Alliance's VOO Position: Q1 2026 in Review

Wealth Alliance reduced its Vanguard S&P 500 ETF (VOO) stake by 39% in Q1 2026, selling an estimated $1.03M and leaving 2,635 shares worth $1.57M. The position accounts for 0.16% of the portfolio, ranked #127.

Wealth Alliance first reported a position in VOO in Q1 2020 and has held it in 17 quarters since. The position peaked at $2.69M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Wealth Alliance held 2,635 shares of Vanguard S&P 500 ETF worth $1.57M as of Q1 2026.
  • Wealth Alliance sold 1,651 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.03M.
  • Vanguard S&P 500 ETF made up 0.16% of Wealth Alliance's portfolio in Q1 2026, its #127 holding.
  • Wealth Alliance first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 17 quarters since.
  • Wealth Alliance's Vanguard S&P 500 ETF position peaked at $2.69M in Q4 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.