Advisor Resource Council’s Vanguard S&P 500 ETF VOO Stock Holding History

Advisor Resource Council’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 Q1	$411K	Sell	687 -5	-0.7%	-$3.13K	0.13%	144
2025 Q4	$443K	Buy	+692	New	+$430K	0.16%	140
2025 Q2	–	Sell	-20,868	Closed	-$10.7M	–	582
2025 Q1	$10.7M	Buy	+20,868	New	+$11.3M	0.86%	22
2024 Q4	–	Sell	-828	Closed	-$437K	–	267
2024 Q3	$437K	Buy	+828	New	+$421K	0.2%	136
2024 Q2	–	Sell	-836	Closed	-$365K	–	226
2024 Q1	$365K	Sell	836 -26,778	-97%	-$12.3M	0.15%	147
2023 Q4	$12.1M	Buy	+27,614	New	+$11.3M	1.4%	11
2023 Q2	–	Sell	-2,178	Closed	-$820K	–	271
2023 Q1	$820K	Buy	+2,178	New	+$799K	0.21%	130
2022 Q3	–	Sell	-25,506	Closed	-$8.85M	–	495
2022 Q2	$8.85M	Buy	25,506 +23,358	+1,087%	+$8.8M	0.82%	30
2022 Q1	$892K	Sell	2,148 -23,049	-91%	-$9.44M	0.27%	104
2021 Q4	$11M	Buy	25,197 +23,600	+1,478%	+$9.96M	0.86%	23
2021 Q3	$630K	Sell	1,597 -18,452	-92%	-$7.49M	0.19%	121
2021 Q2	$7.89M	Buy	+20,049	New	+$7.7M	0.82%	26

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Advisor Resource Council's VOO Position: Q1 2026 in Review

Advisor Resource Council reduced its Vanguard S&P 500 ETF (VOO) stake by 0.72% in Q1 2026, selling an estimated $3.13K and leaving 687 shares worth $411K. The position accounts for 0.13% of the portfolio, ranked #144.

Advisor Resource Council first reported a position in VOO in Q2 2021 and has held it in 12 quarters since. The position peaked at $12.1M in Q4 2023. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Advisor Resource Council held 687 shares of Vanguard S&P 500 ETF worth $411K as of Q1 2026.
Advisor Resource Council sold 5 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $3.13K.
Vanguard S&P 500 ETF made up 0.13% of Advisor Resource Council's portfolio in Q1 2026, its #144 holding.
Advisor Resource Council first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 12 quarters since.
Advisor Resource Council's Vanguard S&P 500 ETF position peaked at $12.1M in Q4 2023.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.