Arkadios Wealth Advisors VOO holdings history
VANGUARD S&P 500 ETF · CUSIP 922908363 · CIK 1800798
As of 2026-06-30, Arkadios Wealth Advisors reported 47.83K VOO (shares), valued at $32.85M, or 0.50% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares increased 2.12%; reported value increased 17.37%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.50% | 47,832 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 0.46% | 46,839 | SEC filing ↗Filed May 18, 2026 |
| Q4 2025 | 0.58% | 46,637 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 0.62% | 41,142 | SEC filing ↗Filed Oct 29, 2025 |
| Q2 2025 | 0.68% | 39,968 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 0.70% | 35,821 | SEC filing ↗Filed May 8, 2025 |
| Q4 2024 | 1.23% | 41,789 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | 1.34% | 44,628 | SEC filing ↗Filed Oct 24, 2024 |
| Q2 2024 | 1.55% | 45,919 | SEC filing ↗Filed Jul 29, 2024 |
| Q1 2024 | 1.67% | 44,894 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 1.73% | 46,835 | SEC filing ↗Filed Jan 24, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.73% | 46,835 | $20.46M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 24, 2024 |
| Q1 2024 | 1.67% | 44,894 | $21.58M | Shares decreased 4.14%; reported value increased 5.49%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 1.55% | 45,919 | $22.97M | Shares increased 2.28%; reported value increased 6.42%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2024 |
| Q3 2024 | 1.34% | 44,628 | $23.55M | Shares decreased 2.81%; reported value increased 2.54%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2024 |
| Q4 2024 | 1.23% | 41,789 | $22.52M | Shares decreased 6.36%; reported value decreased 4.38%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 0.70% | 35,821 | $18.41M | Shares decreased 14.28%; reported value decreased 18.24%, and weight changed -0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2025 |
| Q2 2025 | 0.68% | 39,968 | $22.70M | Shares increased 11.58%; reported value increased 23.33%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 0.62% | 41,142 | $25.19M | Shares increased 2.94%; reported value increased 10.97%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2025 |
| Q4 2025 | 0.58% | 46,637 | $29.25M | Shares increased 13.36%; reported value increased 16.09%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 0.46% | 46,839 | $27.99M | Shares increased 0.43%; reported value decreased 4.30%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 18, 2026 |
| Q2 2026 | 0.50% | 47,832 | $32.85M | Shares increased 2.12%; reported value increased 17.37%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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