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

Advocate 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 		$203K Buy
+295
New +$197K 0.03% 122
2024
Q3 		– Sell
-463
Closed -$232K – 125
2024
Q2 		$232K Hold
463
– – 0.05% 110
2024
Q1 		$223K Buy
463
+1
+0.2% +$458 0.04% 111
2023
Q4 		$202K Buy
+462
New +$189K 0.04% 114

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Advocate Group's VOO Position: Q2 2026 in Review

Advocate Group opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 295 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #122 among its holdings. This is a return to the name: Advocate Group previously reported a position in VOO as recently as Q2 2024.

Advocate Group first reported a position in VOO in Q4 2023 and has held it in 4 quarters since. The position peaked at $232K in Q2 2024. 1,442 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Advocate Group held 295 shares of Vanguard S&P 500 ETF worth $203K as of Q2 2026.
  • Vanguard S&P 500 ETF was a new Advocate Group position in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.03% of Advocate Group's portfolio in Q2 2026, its #122 holding.
  • Advocate Group first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 4 quarters since.
  • Advocate Group's Vanguard S&P 500 ETF position peaked at $232K in Q2 2024.
  • 1,442 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.