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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return