180 Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

180 Wealth 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	$3.39M	Sell	4,937 -125	-2%	-$83.3K	0.34%	75
2026 Q1	$3.02M	Buy	5,062 +650	+15%	+$407K	0.34%	75
2025 Q4	$2.77M	Sell	4,412 -128	-3%	-$79.5K	0.32%	75
2025 Q3	$2.78M	Sell	4,540 -40	-0.9%	-$23.6K	0.34%	74
2025 Q2	$2.6M	Hold	4,580	–	–	0.36%	70
2025 Q1	$2.36M	Sell	4,580 -17	-0.4%	-$9.19K	0.38%	73
2024 Q4	$2.48M	Sell	4,597 -231	-5%	-$125K	0.39%	60
2024 Q3	$2.55M	Sell	4,828 -148	-3%	-$75.2K	0.4%	69
2024 Q2	$2.54M	Buy	4,976 +1,239	+33%	+$596K	0.42%	62
2024 Q1	$1.8M	Buy	3,737 +189	+5%	+$86.5K	0.32%	83
2023 Q4	$1.54M	Buy	3,548 +170	+5%	+$69.6K	0.31%	92
2023 Q3	$1.33M	Sell	3,378 -23	-0.7%	-$9.4K	0.3%	88
2023 Q2	$1.39M	Sell	3,401 -24	-0.7%	-$9.26K	0.3%	86
2023 Q1	$1.29M	Buy	3,425 +115	+3%	+$42.2K	0.3%	92
2022 Q4	$1.23M	Buy	3,310 +8	+0.2%	+$2.83K	0.29%	94
2022 Q3	$1.08M	Buy	3,302 +121	+4%	+$44.2K	0.3%	90
2022 Q2	$1.11M	Sell	3,181 -27	-0.8%	-$10.2K	0.28%	92
2022 Q1	$1.31M	Sell	3,208 -28	-0.9%	-$11.5K	0.29%	91
2021 Q4	$1.3M	Sell	3,236 -569	-15%	-$240K	0.29%	92
2021 Q3	$1.56M	Sell	3,805 -135	-3%	-$54.8K	0.34%	80
2021 Q2	$1.6M	Buy	3,940 +314	+9%	+$121K	0.37%	75
2021 Q1	$1.38M	Buy	3,626 +474	+15%	+$168K	0.34%	86
2020 Q4	$1.1M	Sell	3,152 -18	-0.6%	-$5.87K	0.32%	90
2020 Q3	$1M	Sell	3,170 -63	-2%	-$19.2K	0.37%	78
2020 Q2	$955K	Sell	3,233 -35	-1%	-$9.42K	0.38%	72
2020 Q1	$756K	Buy	3,268 +1,249	+62%	+$350K	0.39%	72
2019 Q4	$609K	Sell	2,019 -3	-0.1%	-$849	0.24%	110
2019 Q3	$550K	Buy	2,022 +144	+8%	+$39.1K	0.24%	116
2019 Q2	$509K	Buy	1,878 +243	+15%	+$64.3K	0.23%	124
2019 Q1	$433K	Sell	1,635 -1	-0.1%	-$250	0.2%	138
2018 Q4	$437K	Hold	1,636	–	–	0.2%	147
2018 Q3	$437K	Sell	1,636 -29	-2%	-$7.59K	0.2%	147
2018 Q2	$415K	Buy	1,665 +196	+13%	+$48.7K	0.21%	143
2018 Q1	$354K	Buy	1,469 +208	+16%	+$52.2K	0.18%	145
2017 Q4	$309K	Buy	+1,261	New	+$301K	0.16%	163

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

180 Wealth Advisors's VOO Position: Q2 2026 in Review

180 Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 2.5% in Q2 2026, selling an estimated $83.3K and leaving 4,937 shares worth $3.39M. The position accounts for 0.34% of the portfolio, ranked #75.

180 Wealth Advisors first reported a position in VOO in Q4 2017 and has held it in 35 quarters since. 905 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

180 Wealth Advisors held 4,937 shares of Vanguard S&P 500 ETF worth $3.39M as of Q2 2026.
180 Wealth Advisors sold 125 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $83.3K.
Vanguard S&P 500 ETF made up 0.34% of 180 Wealth Advisors's portfolio in Q2 2026, its #75 holding.
180 Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
905 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.