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VOO icon

Addison Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Addison Advisors’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 		$258K Sell
376
-1,070
-74% -$713K 0.12% 99
2026
Q1 		$864K Hold
1,446
– – 0.19% 87
2025
Q4 		$907K Hold
1,446
– – 0.2% 83
2025
Q3 		$886K Sell
1,446
-2
-0.1% -$1.18K 0.21% 86
2025
Q2 		$823K Buy
1,448
+188
+15% +$98.8K 0.21% 85
2025
Q1 		$648K Hold
1,260
– – 0.18% 89
2024
Q4 		$679K Sell
1,260
-368
-23% -$199K 0.19% 88
2024
Q3 		$859K Buy
1,628
+42
+3% +$21.3K 0.24% 74
2024
Q2 		$793K Buy
1,586
+303
+24% +$146K 0.26% 73
2024
Q1 		$617K Buy
1,283
+60
+5% +$27.5K 0.21% 84
2023
Q4 		$534K Buy
1,223
+274
+29% +$112K 0.21% 83
2023
Q3 		$373K Buy
949
+1
+0.1% +$409 0.17% 99
2023
Q2 		$386K Hold
948
– – 0.19% 101
2023
Q1 		$357K Buy
948
+863
+1,015% +$316K 0.2% 97
2022
Q4 		$29.9K Sell
85
-87
-51% -$30.7K 0.02% 335
2022
Q3 		$56K Buy
172
+16
+10% +$5.84K 0.03% 252
2022
Q2 		$54K Buy
156
+46
+42% +$17.3K 0.03% 255
2022
Q1 		$46K Buy
110
+35
+47% +$14.3K 0.03% 299
2021
Q4 		$33K Buy
+75
New +$31.7K 0.02% 282

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Addison Advisors's VOO Position: Q2 2026 in Review

Addison Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 74% in Q2 2026, selling an estimated $713K and leaving 376 shares worth $258K. The position accounts for 0.12% of the portfolio, ranked #99.

Addison Advisors first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $907K in Q4 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Addison Advisors held 376 shares of Vanguard S&P 500 ETF worth $258K as of Q2 2026.
  • Addison Advisors sold 1,070 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $713K.
  • Vanguard S&P 500 ETF made up 0.12% of Addison Advisors's portfolio in Q2 2026, its #99 holding.
  • Addison Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • Addison Advisors's Vanguard S&P 500 ETF position peaked at $907K in Q4 2025.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.