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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
Q2 		$1.79M Sell
2,610
-25
-0.9% -$16.7K 0.15% 121
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

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 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wealth Alliance's VOO Position: Q2 2026 in Review

Wealth Alliance reduced its Vanguard S&P 500 ETF (VOO) stake by 0.95% in Q2 2026, selling an estimated $16.7K and leaving 2,610 shares worth $1.79M. The position accounts for 0.15% of the portfolio, ranked #121.

Wealth Alliance first reported a position in VOO in Q1 2020 and has held it in 18 quarters since. The position peaked at $2.69M in Q4 2025. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Wealth Alliance held 2,610 shares of Vanguard S&P 500 ETF worth $1.79M as of Q2 2026.
  • Wealth Alliance sold 25 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $16.7K.
  • Vanguard S&P 500 ETF made up 0.15% of Wealth Alliance's portfolio in Q2 2026, its #121 holding.
  • Wealth Alliance first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 18 quarters since.
  • Wealth Alliance's Vanguard S&P 500 ETF position peaked at $2.69M in Q4 2025.
  • 4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.