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1620 Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

1620 Investment 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
Q2 		$72.4K Sell
105
-93
-47% -$62K 0.04% 283
2026
Q1 		$118K Buy
198
+84
+74% +$52.5K 0.08% 217
2025
Q4 		$71.5K Sell
114
-1
-0.9% -$621 0.05% 269
2025
Q3 		$70.4K Sell
115
-3
-3% -$1.77K 0.05% 264
2025
Q2 		$67K Buy
118
+15
+15% +$7.88K 0.05% 274
2025
Q1 		$52.9K Buy
103
+72
+232% +$38.9K 0.04% 289
2024
Q4 		$16.7K Hold
31
– – 0.01% 410
2024
Q3 		$16.4K Buy
+31
New +$15.8K 0.01% 420

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

1620 Investment Advisors's VOO Position: Q2 2026 in Review

1620 Investment Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 47% in Q2 2026, selling an estimated $62K and leaving 105 shares worth $72.4K. The position accounts for 0.04% of the portfolio, ranked #283.

1620 Investment Advisors first reported a position in VOO in Q3 2024 and has held it in 8 quarters since. The position peaked at $118K in Q1 2026. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • 1620 Investment Advisors held 105 shares of Vanguard S&P 500 ETF worth $72.4K as of Q2 2026.
  • 1620 Investment Advisors sold 93 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $62K.
  • Vanguard S&P 500 ETF made up 0.04% of 1620 Investment Advisors's portfolio in Q2 2026, its #283 holding.
  • 1620 Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
  • 1620 Investment Advisors's Vanguard S&P 500 ETF position peaked at $118K in Q1 2026.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.