SEC 13F Intelligence

Alterna Wealth Management, Inc / VOO

Alterna Wealth Management, Inc’s Vanguard Index Fds Position

Does Alterna Wealth Management, Inc own Vanguard Index Fds (VOO)? Yes3.4K shares worth $2M (+1.32% of its 13F portfolio) as of Q2 2026.

Position Value
$2M
Q2 2026
Shares
3.4K
% of Portfolio
+1.32%
Quarters Held
19
currently held

Position History VOO

Reported value by quarter
Q4 ’18: $419,000Q4 ’18Q1 ’22: $727,000Q2 ’22: $1MQ3 ’22: $1MQ3 ’22Q4 ’22: $1MQ1 ’23: $2MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $3MQ1 ’24: $1MQ1 ’24Q2 ’24: $821,713Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ3 ’25: $2MQ3 ’25Q4 ’25: $2MQ1 ’26: $2MQ2 ’26: $2MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20263.4K$2M+1.32%
Q1 20263.4K$2M+1.52%
Q4 20253.4K$2M+1.75%
Q3 20253.4K$2M+1.70%
Q2 20253.6K$2M+1.66%
Q1 20253.5K$2M+1.36%
Q4 20243.4K$2M+1.56%
Q3 20243.4K$2M+1.63%
Q2 20241.6K$821,713+0.72%
Q1 20243.1K$1M+1.20%
Q4 20236.2K$3M+3.23%
Q3 20236.5K$3M+3.25%
Q2 20236.9K$3M+3.27%
Q1 20236.0K$2M+2.81%
Q4 20223.5K$1M+1.38%
Q3 20223.5K$1M+1.37%
Q2 20222.9K$1M+1.03%
Q1 20221.8K$727,000+0.61%
Q4 20181.9K$419,000+0.08%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alterna Wealth Management, Inc’s full portfolio or all institutional holders of VOO.