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

Wealth Preservation 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	$252K	Sell	422 -6	-1%	-$3.75K	0.21%	56
2025 Q4	$268K	Hold	428	–	–	0.14%	72
2025 Q3	$262K	Buy	428 +6	+1%	+$3.54K	0.15%	67
2025 Q2	$240K	Buy	422 +416	+6,933%	+$219K	0.15%	77
2025 Q1	$3.08K	Buy	+6	New	+$3.24K	﹤0.01%	440

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

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

Wealth Preservation Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1.4% in Q1 2026, selling an estimated $3.75K and leaving 422 shares worth $252K. The position accounts for 0.21% of the portfolio, ranked #56.

Wealth Preservation Advisors first reported a position in VOO in Q1 2025 and has held it in 5 quarters since. The position peaked at $268K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Wealth Preservation Advisors held 422 shares of Vanguard S&P 500 ETF worth $252K as of Q1 2026.
Wealth Preservation Advisors sold 6 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $3.75K.
Vanguard S&P 500 ETF made up 0.21% of Wealth Preservation Advisors's portfolio in Q1 2026, its #56 holding.
Wealth Preservation Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
Wealth Preservation Advisors's Vanguard S&P 500 ETF position peaked at $268K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.