Advocacy Wealth Management Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Advocacy Wealth Management Services’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	$2.36M	Sell	3,433 -227	-6%	-$151K	0.09%	76
2026 Q1	$2.19M	Sell	3,660 -228	-6%	-$143K	0.1%	72
2025 Q4	$2.44M	Buy	3,888 +227	+6%	+$141K	0.1%	76
2025 Q3	$2.24M	Hold	3,661	–	–	0.1%	75
2025 Q2	$2.08M	Sell	3,661 -8,237	-69%	-$4.33M	0.13%	47
2025 Q1	$6.11M	Sell	11,898 -51	-0.4%	-$27.6K	0.42%	32
2024 Q4	$6.44M	Buy	11,949 +48	+0.4%	+$26K	0.49%	26
2024 Q3	$6.28M	Buy	11,901 +413	+4%	+$210K	0.49%	22
2024 Q2	$5.75M	Sell	11,488 -8	-0.1%	-$3.85K	0.47%	28
2024 Q1	$5.53M	Sell	11,496 -219,930	-95%	-$101M	0.48%	30
2023 Q4	$101M	Buy	231,426 +192,332	+492%	+$78.7M	9.6%	2
2023 Q3	$15.4M	Sell	39,094 -1,482	-4%	-$606K	1.71%	15
2023 Q2	$16.5M	Sell	40,576 -291	-0.7%	-$112K	1.89%	14
2023 Q1	$15.4M	Sell	40,867 -168,148	-80%	-$61.7M	1.87%	14
2022 Q4	$73.4M	Sell	209,015 -39,835	-16%	-$14.1M	9.7%	4
2022 Q3	$86.3M	Buy	248,850 +13,564	+6%	+$4.95M	12.59%	2
2022 Q2	$81.6M	Buy	235,286 +53,457	+29%	+$20.1M	13.13%	2
2022 Q1	$75.7M	Sell	181,829 -7,335	-4%	-$3M	13.17%	3
2021 Q4	$82.6M	Buy	189,164 +13,146	+7%	+$5.55M	13.81%	4
2021 Q3	$69.4M	Buy	176,018 +14,582	+9%	+$5.92M	12.52%	4
2021 Q2	$63.5M	Buy	161,436 +10,295	+7%	+$3.95M	11.76%	4
2021 Q1	$55.6M	Buy	151,141 +95,869	+173%	+$34M	11.11%	4
2020 Q4	$19M	Sell	55,272 -150	-0.3%	-$48.9K	2.84%	7
2020 Q3	$17.2M	Buy	55,422 +8,188	+17%	+$2.49M	2.76%	7
2020 Q2	$13.4M	Buy	47,234 +38,099	+417%	+$10.3M	2.71%	9
2020 Q1	$2.07M	Buy	9,135 +8,881	+3,496%	+$2.49M	0.46%	18
2019 Q4	$75K	Buy	+254	New	+$71.8K	0.02%	46
2017 Q1	–	Sell	-1	Closed	–	–	349
2016 Q4	$0	Buy	+1	New	+$201	﹤0.01%	383

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

Advocacy Wealth Management Services's VOO Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its Vanguard S&P 500 ETF (VOO) stake by 6.2% in Q2 2026, selling an estimated $151K and leaving 3,433 shares worth $2.36M. The position accounts for 0.09% of the portfolio, ranked #76.

Advocacy Wealth Management Services first reported a position in VOO in Q4 2016 and has held it in 28 quarters since. The position peaked at $101M in Q4 2023. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Advocacy Wealth Management Services held 3,433 shares of Vanguard S&P 500 ETF worth $2.36M as of Q2 2026.
Advocacy Wealth Management Services sold 227 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $151K.
Vanguard S&P 500 ETF made up 0.09% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #76 holding.
Advocacy Wealth Management Services first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 28 quarters since.
Advocacy Wealth Management Services's Vanguard S&P 500 ETF position peaked at $101M in Q4 2023.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.