Advisory Resource Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Advisory Resource Group’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	$1.06M	Sell	1,539 -6	-0.4%	-$4K	0.16%	121
2026 Q1	$923K	Buy	1,545 +129	+9%	+$80.7K	0.16%	114
2025 Q4	$888K	Sell	1,416 -19	-1%	-$11.8K	0.16%	112
2025 Q3	$879K	Sell	1,435 -3	-0.2%	-$1.77K	0.16%	115
2025 Q2	$817K	Buy	1,438 +51	+4%	+$26.8K	0.16%	117
2025 Q1	$713K	Buy	1,387 +198	+17%	+$107K	0.15%	122
2024 Q4	$641K	Buy	1,189 +40	+3%	+$21.7K	0.14%	117
2024 Q3	$607K	Buy	1,149 +3	+0.3%	+$1.52K	0.13%	117
2024 Q2	$573K	Buy	1,146 +13	+1%	+$6.26K	0.13%	109
2024 Q1	$545K	Buy	1,133 +8	+0.7%	+$3.66K	0.13%	111
2023 Q4	$491K	Buy	1,125 +260	+30%	+$106K	0.12%	113
2023 Q3	$340K	Buy	865 +233	+37%	+$95.3K	0.09%	122
2023 Q2	$257K	Buy	+632	New	+$244K	0.07%	134

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

Advisory Resource Group's VOO Position: Q2 2026 in Review

Advisory Resource Group reduced its Vanguard S&P 500 ETF (VOO) stake by 0.39% in Q2 2026, selling an estimated $4K and leaving 1,539 shares worth $1.06M. The position accounts for 0.16% of the portfolio, ranked #121.

Advisory Resource Group first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Advisory Resource Group held 1,539 shares of Vanguard S&P 500 ETF worth $1.06M as of Q2 2026.
Advisory Resource Group sold 6 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4K.
Vanguard S&P 500 ETF made up 0.16% of Advisory Resource Group's portfolio in Q2 2026, its #121 holding.
Advisory Resource Group first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.