AFS
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Access Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Access Financial Services’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 		$363K Buy
529
+22
+4% +$14.7K 0.12% 85
2026
Q1 		$303K Sell
507
-2
-0.4% -$1.25K 0.11% 87
2025
Q4 		$319K Buy
509
+69
+16% +$42.9K 0.12% 91
2025
Q3 		$269K Buy
+440
New +$259K 0.1% 99
2025
Q2 		– Sell
-495
Closed -$255K – 105
2025
Q1 		$255K Sell
495
-94
-16% -$50.8K 0.1% 94
2024
Q4 		$318K Buy
589
+86
+17% +$46.6K 0.14% 97
2024
Q3 		$265K Buy
503
+2
+0.4% +$1.02K 0.12% 98
2024
Q2 		$251K Buy
+501
New +$241K 0.11% 96
2024
Q1 		– Sell
-665
Closed -$290K – 103
2023
Q4 		$290K Sell
665
-121
-15% -$49.5K 0.15% 86
2023
Q3 		$309K Buy
+786
New +$321K 0.18% 78
2022
Q2 		– Sell
-650
Closed -$270K – 117
2022
Q1 		$270K Sell
650
-6
-0.9% -$2.46K 0.13% 105
2021
Q4 		$286K Hold
656
– – 0.13% 106
2021
Q3 		$259K Sell
656
-6
-0.9% -$2.43K 0.12% 109
2021
Q2 		$261K Sell
662
-216
-25% -$82.9K 0.12% 112
2021
Q1 		$320K Sell
878
-5
-0.6% -$1.77K 0.15% 86
2020
Q4 		$303K Sell
883
-62
-7% -$20.2K 0.15% 80
2020
Q3 		$291K Sell
945
-187
-17% -$57K 0.16% 72
2020
Q2 		$321K Sell
1,132
-58
-5% -$15.6K 0.21% 66
2020
Q1 		$282K Sell
1,190
-764
-39% -$214K 0.22% 59
2019
Q4 		$578K Buy
1,954
+42
+2% +$11.9K 0.33% 57
2019
Q3 		$521K Sell
1,912
-1,210
-39% -$328K 0.37% 53
2019
Q2 		$840K Sell
3,122
-10,878
-78% -$2.88M 0.64% 43
2019
Q1 		$3.63M Sell
14,000
-6,613
-32% -$1.65M 2.86% 6
2018
Q4 		$4.74M Buy
+20,613
New +$5.11M 4.22% 4

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

Access Financial Services's VOO Position: Q2 2026 in Review

Access Financial Services increased its Vanguard S&P 500 ETF (VOO) stake by 4.3% in Q2 2026, buying an estimated $14.7K and bringing the position to 529 shares worth $363K. The position accounts for 0.12% of the portfolio, ranked #85.

Access Financial Services first reported a position in VOO in Q4 2018 and has held it in 24 quarters since. The position peaked at $4.74M in Q4 2018. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Access Financial Services held 529 shares of Vanguard S&P 500 ETF worth $363K as of Q2 2026.
  • Access Financial Services bought 22 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $14.7K.
  • Vanguard S&P 500 ETF made up 0.12% of Access Financial Services's portfolio in Q2 2026, its #85 holding.
  • Access Financial Services first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 24 quarters since.
  • Access Financial Services's Vanguard S&P 500 ETF position peaked at $4.74M in Q4 2018.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.