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Accredited Investors’s Vanguard S&P 500 ETF VOO Stock Holding History

Accredited Investors’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 		$5.44M Buy
7,914
+593
+8% +$395K 0.23% 46
2026
Q1 		$4.37M Buy
7,321
+671
+10% +$420K 0.24% 45
2025
Q4 		$4.17M Buy
6,650
+273
+4% +$170K 0.22% 49
2025
Q3 		$3.9M Buy
6,377
+138
+2% +$81.3K 0.22% 49
2025
Q2 		$3.54M Buy
6,239
+843
+16% +$443K 0.21% 48
2025
Q1 		$2.77M Buy
5,396
+252
+5% +$136K 0.17% 50
2024
Q4 		$2.77M Buy
5,144
+59
+1% +$32K 0.16% 52
2024
Q3 		$2.68M Buy
5,085
+43
+0.9% +$21.9K 0.15% 54
2024
Q2 		$2.52M Sell
5,042
-141
-3% -$67.8K 0.16% 51
2024
Q1 		$2.49M Buy
5,183
+66
+1% +$30.2K 0.16% 56
2023
Q4 		$2.23M Buy
5,117
+105
+2% +$43K 0.16% 58
2023
Q3 		$1.97M Buy
5,012
+14
+0.3% +$5.72K 0.15% 53
2023
Q2 		$2.04M Buy
4,998
+1,657
+50% +$639K 0.15% 52
2023
Q1 		$1.26M Buy
3,341
+13
+0.4% +$4.77K 0.1% 67
2022
Q4 		$1.17M Buy
3,328
+192
+6% +$67.8K 0.1% 65
2022
Q3 		$1.03M Buy
3,136
+19
+0.6% +$6.94K 0.12% 65
2022
Q2 		$1.08M Sell
3,117
-104
-3% -$39.2K 0.13% 67
2022
Q1 		$1.34M Buy
3,221
+24
+0.8% +$9.82K 0.12% 63
2021
Q4 		$1.4M Sell
3,197
-4
-0.1% -$1.69K 0.12% 59
2021
Q3 		$1.26M Hold
3,201
– – 0.14% 56
2021
Q2 		$1.26M Buy
3,201
+340
+12% +$131K 0.13% 59
2021
Q1 		$1.04M Buy
+2,861
New +$1.01M 0.14% 65
2020
Q3 		– Sell
-1,035
Closed -$293K – 142
2020
Q2 		$293K Sell
1,035
-73
-7% -$19.6K 0.06% 108
2020
Q1 		$262K Buy
1,108
+36
+3% +$10.1K 0.06% 110
2019
Q4 		$317K Hold
1,072
– – 0.05% 107
2019
Q3 		$292K Buy
+1,072
New +$291K 0.06% 112
2019
Q2 		– Sell
-1,064
Closed -$276K – 141
2019
Q1 		$276K Buy
1,064
+83
+8% +$20.7K 0.06% 109
2018
Q4 		$225K Sell
981
-555
-36% -$137K 0.05% 112
2018
Q3 		$410K Sell
1,536
-165
-10% -$43.2K 0.1% 77
2018
Q2 		$424K Buy
+1,701
New +$422K 0.11% 72

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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
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
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Accredited Investors's VOO Position: Q2 2026 in Review

Accredited Investors increased its Vanguard S&P 500 ETF (VOO) stake by 8.1% in Q2 2026, buying an estimated $395K and bringing the position to 7,914 shares worth $5.44M. The position accounts for 0.23% of the portfolio, ranked #46.

Accredited Investors first reported a position in VOO in Q2 2018 and has held it in 30 quarters since. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Accredited Investors held 7,914 shares of Vanguard S&P 500 ETF worth $5.44M as of Q2 2026.
  • Accredited Investors bought 593 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $395K.
  • Vanguard S&P 500 ETF made up 0.23% of Accredited Investors's portfolio in Q2 2026, its #46 holding.
  • Accredited Investors first reported a position in Vanguard S&P 500 ETF in Q2 2018 and has held it in 30 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.