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

Advocate Investing 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	$57K	Hold	83	–	–	0.04%	160
2026 Q1	$49.6K	Buy	83 +24	+41%	+$15K	0.04%	152
2025 Q4	$37K	Buy	+59	New	+$36.7K	0.03%	161

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

Advocate Investing Services's VOO Position: Q2 2026 in Review

Advocate Investing Services held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 83 shares worth $57K. The position accounts for 0.04% of the portfolio, ranked #160.

Advocate Investing Services first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Advocate Investing Services held 83 shares of Vanguard S&P 500 ETF worth $57K as of Q2 2026.
Advocate Investing Services left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.04% of Advocate Investing Services's portfolio in Q2 2026, its #160 holding.
Advocate Investing Services first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.