AF
VOO icon

Allworth Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Allworth Financial’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 		$69.2M Buy
115,757
+5,465
+5% +$3.42M 0.28% 50
2025
Q4 		$69.2M Buy
110,292
+2,841
+3% +$1.77M 0.28% 50
2025
Q3 		$65.8M Buy
107,451
+1,313
+1% +$774K 0.29% 47
2025
Q2 		$60.3M Buy
106,138
+9,392
+10% +$4.94M 0.29% 45
2025
Q1 		$48.6M Buy
96,746
+1,690
+2% +$914K 0.27% 52
2024
Q4 		$53M Buy
95,056
+70,987
+295% +$38.4M 0.29% 45
2024
Q3 		$12.7M Buy
24,069
+763
+3% +$388K 0.08% 125
2024
Q2 		$11.8M Buy
23,306
+253
+1% +$122K 0.08% 122
2024
Q1 		$11.1M Buy
23,053
+11,002
+91% +$5.04M 0.08% 111
2023
Q4 		$5.26M Sell
12,051
-40,378
-77% -$16.5M 0.04% 181
2023
Q3 		$20.6M Sell
52,429
-2,097
-4% -$857K 0.18% 58
2023
Q2 		$22.2M Sell
54,526
-1,041
-2% -$402K 0.19% 57
2023
Q1 		$20.9M Sell
55,567
-3,347
-6% -$1.23M 0.21% 62
2022
Q4 		$20.7M Sell
58,914
-5,306
-8% -$1.87M 0.23% 57
2022
Q3 		$21.1M Buy
64,220
+2,254
+4% +$823K 0.27% 54
2022
Q2 		$21.5M Sell
61,966
-2,245
-3% -$846K 0.29% 53
2022
Q1 		$26.7M Sell
64,211
-2,470
-4% -$1.01M 0.34% 48
2021
Q4 		$29.1M Buy
66,681
+57,375
+617% +$24.2M 0.41% 41
2021
Q3 		$3.67M Buy
9,306
+1,034
+13% +$420K 0.06% 124
2021
Q2 		$3.25M Sell
8,272
-1,265
-13% -$486K 0.06% 108
2021
Q1 		$3.47M Buy
9,537
+95
+1% +$33.7K 0.07% 87
2020
Q4 		$3.25M Sell
9,442
-733
-7% -$239K 0.09% 66
2020
Q3 		$3.13M Sell
10,175
-1,097
-10% -$334K 0.09% 57
2020
Q2 		$3.19M Sell
11,272
-1,742
-13% -$469K 0.1% 54
2020
Q1 		$3.08M Buy
13,014
+12,258
+1,621% +$3.43M 0.1% 61
2019
Q4 		$224K Buy
756
+142
+23% +$40.2K 0.01% 183
2019
Q3 		$167K Buy
614
+9
+1% +$2.44K 0.01% 188
2019
Q2 		$163K Buy
605
+105
+21% +$27.8K 0.01% 187
2019
Q1 		$130K Sell
500
-42
-8% -$10.5K 0.01% 208
2018
Q4 		$125K Sell
542
-53
-9% -$13.1K 0.01% 193
2018
Q3 		$159K Sell
595
-566
-49% -$148K 0.01% 180
2018
Q2 		$290K Buy
1,161
+822
+242% +$204K 0.01% 126
2018
Q1 		$82K Buy
339
+5
+1% +$1.25K 0.01% 196
2017
Q4 		$82K Sell
334
-614
-65% -$147K 0.01% 185
2017
Q3 		$219K Sell
948
-347
-27% -$78.6K 0.02% 106
2017
Q2 		$288K Hold
1,295
– – 0.03% 85
2017
Q1 		$280K Sell
1,295
-876
-40% -$187K 0.03% 81
2016
Q4 		$446K Sell
2,171
-1,250
-37% -$251K 0.05% 58
2016
Q3 		$680K Sell
3,421
-1,348
-28% -$267K 0.07% 41
2016
Q2 		$917K Sell
4,769
-190
-4% -$36.2K 0.1% 36
2016
Q1 		$935K Buy
4,959
+301
+6% +$53.9K 0.12% 39
2015
Q4 		$871K Buy
4,658
+547
+13% +$103K 0.16% 37
2015
Q3 		$722K Buy
4,111
+12
+0.3% +$2.23K 0.26% 38
2015
Q2 		$774K Sell
4,099
-267
-6% -$51.5K 0.28% 37
2015
Q1 		$826K Sell
4,366
-26,976
-86% -$5.11M 0.31% 32
2014
Q4 		$5.91M Buy
31,342
+100
+0.3% +$18.4K 2.23% 4
2014
Q3 		$5.64M Buy
+31,242
New +$5.66M 2.19% 5

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

Allworth Financial's VOO Position: Q1 2026 in Review

Allworth Financial increased its Vanguard S&P 500 ETF (VOO) stake by 5% in Q1 2026, buying an estimated $3.42M and bringing the position to 115,757 shares worth $69.2M. The position accounts for 0.28% of the portfolio, ranked #50.

Allworth Financial first reported a position in VOO in Q3 2014 and has held it in 47 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Allworth Financial held 115,757 shares of Vanguard S&P 500 ETF worth $69.2M as of Q1 2026.
  • Allworth Financial bought 5,465 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $3.42M.
  • Vanguard S&P 500 ETF made up 0.28% of Allworth Financial's portfolio in Q1 2026, its #50 holding.
  • Allworth Financial first reported a position in Vanguard S&P 500 ETF in Q3 2014 and has held it in 47 quarters since.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.