AA
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Advisory Alpha’s Vanguard S&P 500 ETF VOO Stock Holding History

Advisory Alpha’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 		$3.95M Sell
5,746
-3,200
-36% -$2.13M 0.1% 86
2026
Q1 		$5.35M Buy
8,946
+630
+8% +$394K 0.15% 78
2025
Q4 		$5.22M Sell
8,316
-2,615
-24% -$1.63M 0.14% 75
2025
Q3 		$6.73M Buy
10,931
+532
+5% +$314K 0.19% 68
2025
Q2 		$5.91M Buy
10,399
+439
+4% +$231K 0.18% 68
2025
Q1 		$5.12M Buy
9,960
+614
+7% +$332K 0.17% 70
2024
Q4 		$5.04M Buy
9,346
+288
+3% +$156K 0.18% 67
2024
Q3 		$4.78M Buy
9,058
+203
+2% +$103K 0.17% 68
2024
Q2 		$4.43M Buy
8,855
+185
+2% +$89K 0.17% 68
2024
Q1 		$4.17M Buy
8,670
+152
+2% +$69.6K 0.17% 72
2023
Q4 		$3.72M Sell
8,518
-172
-2% -$70.4K 0.17% 78
2023
Q3 		$3.41M Buy
8,690
+455
+6% +$186K 0.18% 76
2023
Q2 		$3.35M Buy
8,235
+2,719
+49% +$1.05M 0.17% 75
2023
Q1 		$2.07M Buy
5,516
+98
+2% +$35.9K 0.13% 77
2022
Q4 		$1.9M Buy
5,418
+1,613
+42% +$570K 0.13% 73
2022
Q3 		$1.25M Sell
3,805
-814
-18% -$297K 0.1% 92
2022
Q2 		$1.6M Buy
4,619
+395
+9% +$149K 0.12% 69
2022
Q1 		$1.75M Buy
4,224
+517
+14% +$212K 0.11% 72
2021
Q4 		$1.62M Buy
3,707
+54
+1% +$22.8K 0.09% 95
2021
Q3 		$1.44M Buy
3,653
+2,354
+181% +$955K 0.1% 96
2021
Q2 		$511K Buy
1,299
+199
+18% +$76.4K 0.04% 125
2021
Q1 		$401K Buy
1,100
+227
+26% +$80.5K 0.04% 115
2020
Q4 		$300K Buy
873
+170
+24% +$55.4K 0.06% 81
2020
Q3 		$220K Buy
703
+20
+3% +$6.09K 0.05% 85
2020
Q2 		$212K Sell
683
-2,917
-81% -$785K 0.05% 108
2020
Q1 		$923K Buy
3,600
+902
+33% +$253K 0.26% 42
2019
Q4 		$813K Sell
2,698
-56
-2% -$15.8K 0.2% 56
2019
Q3 		$737K Sell
2,754
-1,833
-40% -$498K 0.22% 54
2019
Q2 		$1.25M Buy
4,587
+1,769
+63% +$468K 0.42% 39
2019
Q1 		$742K Buy
2,818
+72
+3% +$18K 0.27% 49
2018
Q4 		$683K Buy
+2,746
New +$680K 0.32% 40

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

Advisory Alpha's VOO Position: Q2 2026 in Review

Advisory Alpha reduced its Vanguard S&P 500 ETF (VOO) stake by 36% in Q2 2026, selling an estimated $2.13M and leaving 5,746 shares worth $3.95M. The position accounts for 0.1% of the portfolio, ranked #86.

Advisory Alpha first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.73M in Q3 2025. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Advisory Alpha held 5,746 shares of Vanguard S&P 500 ETF worth $3.95M as of Q2 2026.
  • Advisory Alpha sold 3,200 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.13M.
  • Vanguard S&P 500 ETF made up 0.1% of Advisory Alpha's portfolio in Q2 2026, its #86 holding.
  • Advisory Alpha first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • Advisory Alpha's Vanguard S&P 500 ETF position peaked at $6.73M in Q3 2025.
  • 3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.