AWC
VOO icon

Adamsbrown Wealth Consultants’s Vanguard S&P 500 ETF VOO Stock Holding History

Adamsbrown Wealth Consultants’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 		$2.96M Sell
4,305
-10
-0.2% -$6.67K 0.56% 30
2026
Q1 		$2.58M Buy
4,315
+314
+8% +$196K 0.68% 27
2025
Q4 		$2.51M Buy
4,001
+966
+32% +$600K 0.7% 26
2025
Q3 		$1.86M Buy
3,035
+533
+21% +$314K 0.51% 28
2025
Q2 		$1.42M Sell
2,502
-113
-4% -$59.4K 0.41% 30
2025
Q1 		$1.34M Buy
2,615
+1
+0% +$541 0.42% 32
2024
Q4 		$1.41M Buy
2,614
+49
+2% +$26.5K 0.48% 27
2024
Q3 		$1.35M Buy
2,565
+160
+7% +$81.3K 0.47% 25
2024
Q2 		$1.2M Buy
2,405
+1
+0% +$481 0.47% 23
2024
Q1 		$1.16M Sell
2,404
-9
-0.4% -$4.12K 0.47% 27
2023
Q4 		$1.05M Buy
2,413
+1
+0% +$409 0.46% 25
2023
Q3 		$947K Hold
2,412
– – 0.47% 29
2023
Q2 		$983K Hold
2,412
– – 0.52% 27
2023
Q1 		$907K Buy
2,412
+14
+0.6% +$5.13K 0.52% 30
2022
Q4 		$843K Sell
2,398
-22
-0.9% -$7.77K 0.51% 31
2022
Q3 		$794K Buy
2,420
+175
+8% +$63.9K 0.6% 31
2022
Q2 		$779K Hold
2,245
– – 0.61% 30
2022
Q1 		$932K Sell
2,245
-407
-15% -$167K 0.74% 29
2021
Q4 		$1.16M Buy
+2,652
New +$1.12M 1.04% 20

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
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Adamsbrown Wealth Consultants's VOO Position: Q2 2026 in Review

Adamsbrown Wealth Consultants reduced its Vanguard S&P 500 ETF (VOO) stake by 0.23% in Q2 2026, selling an estimated $6.67K and leaving 4,305 shares worth $2.96M. The position accounts for 0.56% of the portfolio, ranked #30.

Adamsbrown Wealth Consultants first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Adamsbrown Wealth Consultants held 4,305 shares of Vanguard S&P 500 ETF worth $2.96M as of Q2 2026.
  • Adamsbrown Wealth Consultants sold 10 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $6.67K.
  • Vanguard S&P 500 ETF made up 0.56% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #30 holding.
  • Adamsbrown Wealth Consultants first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.