American Institute for Advanced Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

American Institute for Advanced 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	$714K	Sell	1,040 -89	-8%	-$59.3K	0.41%	71
2026 Q1	$675K	Buy	1,129 +206	+22%	+$129K	0.44%	73
2025 Q4	$579K	Hold	923	–	–	0.37%	71
2025 Q3	$565K	Hold	923	–	–	0.37%	73
2025 Q2	$524K	Sell	923 -4	-0.4%	-$2.1K	0.37%	71
2025 Q1	$476K	Sell	927 -127	-12%	-$68.7K	0.36%	76
2024 Q4	$568K	Hold	1,054	–	–	0.42%	70
2024 Q3	$556K	Sell	1,054 -90	-8%	-$45.7K	0.4%	68
2024 Q2	$572K	Buy	1,144 +37	+3%	+$17.8K	0.44%	66
2024 Q1	$532K	Hold	1,107	–	–	0.42%	69
2023 Q4	$484K	Hold	1,107	–	–	0.43%	63
2023 Q3	$435K	Sell	1,107 -100	-8%	-$40.9K	0.4%	71
2023 Q2	$492K	Sell	1,207 -65	-5%	-$25.1K	0.43%	67
2023 Q1	$478K	Hold	1,272	–	–	0.51%	55
2022 Q4	$447K	Hold	1,272	–	–	0.41%	64
2022 Q3	$418K	Hold	1,272	–	–	0.39%	66
2022 Q2	$441K	Buy	1,272 +53	+4%	+$20K	0.39%	65
2022 Q1	$506K	Buy	+1,219	New	+$499K	0.37%	66

Other funds holding VOO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Institute for Advanced Investment Management's VOO Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its Vanguard S&P 500 ETF (VOO) stake by 7.9% in Q2 2026, selling an estimated $59.3K and leaving 1,040 shares worth $714K. The position accounts for 0.41% of the portfolio, ranked #71.

American Institute for Advanced Investment Management first reported a position in VOO in Q1 2022 and has held it in 18 quarters since. 2,878 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

American Institute for Advanced Investment Management held 1,040 shares of Vanguard S&P 500 ETF worth $714K as of Q2 2026.
American Institute for Advanced Investment Management sold 89 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $59.3K.
Vanguard S&P 500 ETF made up 0.41% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #71 holding.
American Institute for Advanced Investment Management first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
2,878 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.