Cliftonlarsonallen Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.95 Billion
Q2 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 1,985,564 shares of VOO stock, worth $1.15 Billion. This represents 18.97% of its overall portfolio holdings.

Number of Shares

1,985,564

Previous 1,816,302 9.32%

Holding current value

$1.15 Billion

Previous $933 Million 20.83%

% of portfolio

18.97%

Previous 17.44%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$456.74 - $568.03 $77.3 Million - $96.1 Million	169,262 Added 9.32%	1,985,564 $1.13 Billion
Q1 2025 Apr 16, 2025	BUY	$507.05 - $563.67 $124 Million - $138 Million	244,811 Added 15.58%	1,816,302 $933 Million
Q4 2024 Jan 14, 2025	BUY	$521.84 - $558.82 $820 Million - $878 Million	1,571,491 New	1,571,491 $847 Million
Q2 2024 Jul 11, 2024	BUY	$455.1 - $504.28 $34.7 Million - $38.4 Million	76,151 Added 5.55%	1,447,231 $724 Million
Q1 2024 May 02, 2024	BUY	$429.43 - $481.35 $95.1 Million - $107 Million	221,382 Added 19.26%	1,371,080 $659 Million
Q4 2023 Jan 16, 2024	BUY	$377.32 - $438.19 $18.1 Million - $21 Million	48,010 Added 4.36%	1,149,698 $502 Million
Q3 2023 Oct 13, 2023	BUY	$392.7 - $420.68 $33.7 Million - $36.1 Million	85,695 Added 8.43%	1,101,688 $433 Million
Q2 2023 Jul 14, 2023	SELL	$371.44 - $407.28 $2.61 Million - $2.87 Million	-7,039 Reduced 0.69%	1,015,993 $414 Million
Q1 2023 Apr 12, 2023	BUY	$348.66 - $382.94 $55.4 Million - $60.9 Million	159,013 Added 18.4%	1,023,032 $385 Million
Q4 2022 Jan 19, 2023	BUY	$327.64 - $374.54 $283 Million - $324 Million	864,019 New	864,019 $0
Q2 2022 Jul 08, 2022	BUY	$337.07 - $419.85 $5.58 Million - $6.95 Million	16,549 Added 2.35%	722,135 $250 Million
Q1 2022 Apr 27, 2022	BUY	$382.7 - $439.25 $155 Million - $177 Million	403,893 Added 133.88%	705,586 $293 Million
Q4 2021 Jan 26, 2022	BUY	$394.21 - $439.01 $912,201 - $1.02 Million	2,314 Added 0.77%	301,693 $132 Million
Q3 2021 Nov 02, 2021	BUY	$390.68 - $416.73 $117 Million - $125 Million	299,379 New	299,379 $118 Million
Q3 2021 Oct 14, 2021	SELL	$390.68 - $416.73 $112 Million - $119 Million	-285,728 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$368.16 - $394.32 $7.34 Million - $7.86 Million	19,932 Added 7.5%	285,728 $112 Million
Q1 2021 May 24, 2021	BUY	$339.03 - $365.24 $2.99 Million - $3.22 Million	8,817 Added 3.43%	265,796 $96.8 Million
Q4 2020 Jan 14, 2021	BUY	$299.82 - $343.69 $10 Million - $11.5 Million	33,384 Added 14.93%	256,979 $88.3 Million
Q3 2020 Oct 13, 2020	SELL	$285.37 - $328.74 $5.77 Million - $6.64 Million	-20,212 Reduced 8.29%	223,595 $68.8 Million
Q2 2020 Jul 16, 2020	BUY	$226.15 - $297.17 $52.6 Million - $69.1 Million	232,368 Added 2031.37%	243,807 $69.1 Million
Q4 2019 Jan 29, 2020	SELL	$264.57 - $296.67 $156,625 - $175,628	-592 Reduced 4.92%	11,439 $3.38 Million
Q3 2019 Oct 07, 2019	BUY	$260.57 - $277.38 $3.13 Million - $3.34 Million	12,031 New	12,031 $3.28 Million

Others Institutions Holding VOO

# of Institutions

3,670

Shares Held

530M

Call Options Held

2.1M

Put Options Held

1.61M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cliftonlarsonallen Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cliftonlarsonallen Wealth Advisors, LLC with notifications on news.

Account

Cliftonlarsonallen Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History