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 Q2	$473K	Sell	685 -2	-0.3%	-$1.33K	0.13%	154
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Advisor Resource Council's VOO Position: Q2 2026 in Review

Advisor Resource Council reduced its Vanguard S&P 500 ETF (VOO) stake by 0.29% in Q2 2026, selling an estimated $1.33K and leaving 685 shares worth $473K. The position accounts for 0.13% of the portfolio, ranked #154.

Advisor Resource Council first reported a position in VOO in Q2 2021 and has held it in 13 quarters since. The position peaked at $12.1M in Q4 2023. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Advisor Resource Council held 685 shares of Vanguard S&P 500 ETF worth $473K as of Q2 2026.
Advisor Resource Council sold 2 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.33K.
Vanguard S&P 500 ETF made up 0.13% of Advisor Resource Council's portfolio in Q2 2026, its #154 holding.
Advisor Resource Council first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 13 quarters since.
Advisor Resource Council's Vanguard S&P 500 ETF position peaked at $12.1M in Q4 2023.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.