Advyzon Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Advyzon Investment Management’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	$13M	Buy	18,957 +1,778	+10%	+$1.19M	0.94%	20
2026 Q1	$10.3M	Buy	17,179 +2,473	+17%	+$1.55M	0.92%	23
2025 Q4	$9.22M	Buy	14,706 +5,168	+54%	+$3.21M	1.07%	16
2025 Q3	$5.84M	Buy	9,538 +2,233	+31%	+$1.32M	1%	20
2025 Q2	$4.15M	Buy	7,305 +4,919	+206%	+$2.59M	0.92%	21
2025 Q1	$1.23M	Sell	2,386 -1,119	-32%	-$605K	0.43%	41
2024 Q4	$1.89M	Buy	+3,505	New	+$1.9M	0.73%	26

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

Advyzon Investment Management's VOO Position: Q2 2026 in Review

Advyzon Investment Management increased its Vanguard S&P 500 ETF (VOO) stake by 10% in Q2 2026, buying an estimated $1.19M and bringing the position to 18,957 shares worth $13M. The position accounts for 0.94% of the portfolio, ranked #20.

Advyzon Investment Management first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Advyzon Investment Management held 18,957 shares of Vanguard S&P 500 ETF worth $13M as of Q2 2026.
Advyzon Investment Management bought 1,778 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.19M.
Vanguard S&P 500 ETF made up 0.94% of Advyzon Investment Management's portfolio in Q2 2026, its #20 holding.
Advyzon Investment Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.