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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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Advocacy Wealth Management Services's VOO Position: Q1 2026 in Review

Advocacy Wealth Management Services reduced its Vanguard S&P 500 ETF (VOO) stake by 5.9% in Q1 2026, selling an estimated $143K and leaving 3,660 shares worth $2.19M. The position accounts for 0.1% of the portfolio, ranked #72.

Advocacy Wealth Management Services first reported a position in VOO in Q4 2016 and has held it in 27 quarters since. The position peaked at $101M in Q4 2023. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Advocacy Wealth Management Services held 3,660 shares of Vanguard S&P 500 ETF worth $2.19M as of Q1 2026.
  • Advocacy Wealth Management Services sold 228 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $143K.
  • Vanguard S&P 500 ETF made up 0.1% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #72 holding.
  • Advocacy Wealth Management Services first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 27 quarters since.
  • Advocacy Wealth Management Services's Vanguard S&P 500 ETF position peaked at $101M in Q4 2023.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.