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ALM First Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

ALM First Financial Advisors’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 		$163M Buy
285,434
+6,437
+2% +$4.29M 27.43% 1
2026
Q1 		$146M Buy
278,997
+17,909
+7% +$11.2M 26.22% 1
2025
Q4 		$143M Sell
261,088
-18,407
-7% -$11.4M 28.35% 1
2025
Q3 		$146M Buy
279,495
+4,880
+2% +$2.88M 29.39% 1
2025
Q2 		$132M Hold
274,615
– – 28.62% 1
2025
Q1 		$120M Sell
274,615
-21,125
-7% -$11.4M 27.36% 1
2024
Q4 		$132M Hold
295,740
– – 31.13% 1
2024
Q3 		$132M Buy
295,740
+32,256
+12% +$16.4M 32.6% 1
2024
Q2 		$113M Buy
263,484
+9,440
+4% +$4.54M 32.64% 1
2024
Q1 		$112M Buy
254,044
+1,650
+0.7% +$755K 31.02% 1
2023
Q4 		$103M Sell
252,394
-32,001
-11% -$13.1M 29.95% 1
2023
Q3 		$104M Buy
284,395
+1,450
+0.5% +$593K 31.13% 1
2023
Q2 		$107M Buy
282,945
+13,212
+5% +$5.1M 31.48% 1
2023
Q1 		$94.1M Buy
269,733
+13,640
+5% +$5M 29.33% 1
2022
Q4 		$83.6M Buy
+256,093
New +$90.5M 26.74% 1

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
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
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
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ALM First Financial Advisors's VOO Position: Q2 2026 in Review

ALM First Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q2 2026, buying an estimated $4.29M and bringing the position to 285,434 shares worth $163M. The position accounts for 27.43% of the portfolio, ranked #1.

ALM First Financial Advisors first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • ALM First Financial Advisors held 285,434 shares of Vanguard S&P 500 ETF worth $163M as of Q2 2026.
  • ALM First Financial Advisors bought 6,437 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4.29M.
  • Vanguard S&P 500 ETF made up 27.43% of ALM First Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • ALM First Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on ALM First Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.