Cliftonlarsonallen Wealth Advisors 13F: Adds $66M to VOO Stake
A recent SEC filing reveals Cliftonlarsonallen Wealth Advisors expanded its holdings in the Vanguard S&P 500 ETF.
Reviewed by automated data checks against the source filing. How we make and check alerts
Cliftonlarsonallen Wealth Advisors added 93,754 shares to its stake in Vanguard S&P 500 ETF ($VOO), a 3.98% increase, according to a 13F filing with the SEC dated October 14, 2026. It reported 2,447,239 shares worth $1.72 billion at the end of the quarter.
Since the filing, $VOO is down 0.8% to date (from the $707.43 close on Oct 14, 2026).
Find the original: Cliftonlarsonallen Wealth Advisors 13F filings on SEC EDGAR
VOO
Vanguard S&P 500 ETF
Key Points
- Cliftonlarsonallen Wealth Advisors boosted its position in the Vanguard S&P 500 ETF by 3.98% during the period.
- The firm acquired an additional 93,754 shares, bringing its total ownership to 2,447,239 shares valued at about $1.72 billion.
- Vanguard S&P 500 ETF recently traded around $700.89, holding a price-to-earnings ratio of roughly 24.95.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Vanguard S&P 500 ETF alert may contain errors. Disclosures
Cliftonlarsonallen Wealth Advisors increased its investment in the Vanguard S&P 500 ETF (NYSEArca: VOO) during the period, according to a Form 13F filing with the SEC disclosed on October 14, 2026. Institutional investment managers submit these quarterly reports to show what stocks they hold, though keep in mind that 13F filings are backward-looking and may not reflect current trading activity today.
What Changed in Cliftonlarsonallen Wealth Advisors's Vanguard S&P 500 ETF Position
The firm grew its holdings by 93,754 shares, a 3.98% increase over its previous count of 2,353,485 shares. That pushed its total share count to 2,447,239. The reported value of the stake reached about $1.72 billion at the close of the reporting window.
Vanguard S&P 500 ETF Stock Down 0.9%
The fund recently traded around $700.89 as of October 16, 2026. That puts the price about 2.4% below its 52-week high of $718.47 and 21.2% above its 52-week low of $578.46. Over the past year, shares have moved between those boundaries while tracking the broader market.
Dividend
The fund currently carries a dividend yield of 1.06%. Distributions are paid out to shareholders based on the underlying index dividends collected by the fund manager.
About Vanguard S&P 500 ETF
The Vanguard S&P 500 ETF is an exchange-traded fund that tracks the performance of the Standard & Poor's 500 Index. It invests in a broad basket of large U.S. companies to match the weighting of the benchmark. This passive indexing approach makes it a popular choice for institutional asset managers looking for steady market exposure.
Bottom Line
Cliftonlarsonallen Wealth Advisors joins several other financial firms adjusting their portfolios around the fund. Because 13F filings look backward, investors should check future reports and upcoming fund updates to see how portfolio strategies evolve.
Related Filing Alerts
Source: Cliftonlarsonallen Wealth Advisors's 13F filing on $VOO (Oct 14, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Cliftonlarsonallen Wealth Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts