AAF Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

AAF Wealth Management’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	$489K	Sell	711 -139	-16%	-$92.7K	0.18%	36
2026 Q1	$508K	Hold	850	–	–	0.21%	34
2025 Q4	$533K	Sell	850 -37	-4%	-$23K	0.22%	33
2025 Q3	$543K	Hold	887	–	–	0.25%	32
2025 Q2	$504K	Sell	887 -107	-11%	-$56.2K	0.23%	31
2025 Q1	$511K	Buy	994 +3	+0.3%	+$1.62K	0.28%	29
2024 Q4	$534K	Sell	991 -158	-14%	-$85.6K	0.27%	31
2024 Q3	$606K	Buy	1,149 +4	+0.3%	+$2.03K	0.31%	26
2024 Q2	$573K	Buy	+1,145	New	+$551K	0.3%	27

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

AAF Wealth Management's VOO Position: Q2 2026 in Review

AAF Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 16% in Q2 2026, selling an estimated $92.7K and leaving 711 shares worth $489K. The position accounts for 0.18% of the portfolio, ranked #36.

AAF Wealth Management first reported a position in VOO in Q2 2024 and has held it in 9 quarters since. The position peaked at $606K in Q3 2024. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

AAF Wealth Management held 711 shares of Vanguard S&P 500 ETF worth $489K as of Q2 2026.
AAF Wealth Management sold 139 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $92.7K.
Vanguard S&P 500 ETF made up 0.18% of AAF Wealth Management's portfolio in Q2 2026, its #36 holding.
AAF Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
AAF Wealth Management's Vanguard S&P 500 ETF position peaked at $606K in Q3 2024.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on AAF Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.