AFAS
VOO icon

Acorn Financial Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Acorn Financial Advisory 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 		$29.9M Sell
43,580
-26,900
-38% -$17.9M 3.97% 7
2026
Q1 		$42.1M Sell
70,480
-31,261
-31% -$19.6M 5.77% 4
2025
Q4 		$63.8M Buy
101,741
+63
+0.1% +$39.2K 9.42% 1
2025
Q3 		$62.3M Sell
101,678
-1,305
-1% -$769K 9.55% 1
2025
Q2 		$58.5M Sell
102,983
-7,027
-6% -$3.69M 9.59% 2
2025
Q1 		$56.5M Sell
110,010
-30,736
-22% -$16.6M 10.22% 2
2024
Q4 		$75.8M Buy
140,746
+2,142
+2% +$1.16M 12.5% 1
2024
Q3 		$73.1M Buy
138,604
+72
+0.1% +$36.6K 12.95% 1
2024
Q2 		$69.3M Buy
138,532
+715
+0.5% +$344K 12.93% 1
2024
Q1 		$66.2M Sell
137,817
-11,072
-7% -$5.07M 12.51% 1
2023
Q4 		$65M Sell
148,889
-7,540
-5% -$3.09M 11.39% 1
2023
Q3 		$61.4M Buy
156,429
+242
+0.2% +$99K 10.96% 1
2023
Q2 		$63.6M Buy
156,187
+1,349
+0.9% +$520K 11.3% 1
2023
Q1 		$58.2M Sell
154,838
-893
-0.6% -$327K 11.33% 1
2022
Q4 		$54.7M Buy
155,731
+7,314
+5% +$2.58M 11.62% 1
2022
Q3 		$48.7M Buy
148,417
+3,845
+3% +$1.4M 11.62% 1
2022
Q2 		$50.1M Buy
144,572
+3,586
+3% +$1.35M 11.94% 1
2022
Q1 		$58.5M Buy
140,986
+3,252
+2% +$1.33M 11.74% 1
2021
Q4 		$60.1M Buy
137,734
+121,965
+773% +$51.5M 12.03% 1
2021
Q3 		$6.22M Sell
15,769
-5,055
-24% -$2.05M 1.92% 10
2021
Q2 		$8.2M Buy
20,824
+3,067
+17% +$1.18M 2.42% 8
2021
Q1 		$6.48M Buy
17,757
+3,488
+24% +$1.24M 2.36% 8
2020
Q4 		$4.9M Buy
14,269
+2,162
+18% +$705K 1.92% 7
2020
Q3 		$3.73M Buy
12,107
+5,035
+71% +$1.53M 1.95% 8
2020
Q2 		$2M Buy
7,072
+4,342
+159% +$1.17M 1.4% 11
2020
Q1 		$646K Buy
+2,730
New +$765K 0.64% 48

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Acorn Financial Advisory Services's VOO Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Vanguard S&P 500 ETF (VOO) stake by 38% in Q2 2026, selling an estimated $17.9M and leaving 43,580 shares worth $29.9M. The position accounts for 3.97% of the portfolio, ranked #7.

Acorn Financial Advisory Services first reported a position in VOO in Q1 2020 and has held it in 26 quarters since. The position peaked at $75.8M in Q4 2024. 2,144 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Acorn Financial Advisory Services held 43,580 shares of Vanguard S&P 500 ETF worth $29.9M as of Q2 2026.
  • Acorn Financial Advisory Services sold 26,900 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $17.9M.
  • Vanguard S&P 500 ETF made up 3.97% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #7 holding.
  • Acorn Financial Advisory Services first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
  • Acorn Financial Advisory Services's Vanguard S&P 500 ETF position peaked at $75.8M in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.