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

Antonelli 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 		– Sell
-690
Closed -$412K – 57
2026
Q1 		$412K Sell
690
-110
-14% -$68.8K 0.28% 40
2025
Q4 		$502K Buy
800
+3
+0.4% +$1.86K 0.33% 31
2025
Q3 		$488K Sell
797
-5
-0.6% -$2.95K 0.33% 30
2025
Q2 		$456K Sell
802
-3
-0.4% -$1.58K 0.33% 29
2025
Q1 		$414K Sell
805
-65
-7% -$35.1K 0.33% 31
2024
Q4 		$469K Buy
+870
New +$471K 0.4% 30

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
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
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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Antonelli Financial Advisors's VOO Position: Q2 2026 in Review

Antonelli Financial Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q2 2026, closing a stake of 690 shares — an estimated $412K sold.

Antonelli Financial Advisors first reported a position in VOO in Q4 2024 and held it in 6 quarters. The position peaked at $502K in Q4 2025. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Antonelli Financial Advisors reported no remaining Vanguard S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Antonelli Financial Advisors sold 690 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $412K.
  • Antonelli Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and held it in 6 quarters.
  • Antonelli Financial Advisors's Vanguard S&P 500 ETF position peaked at $502K in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Antonelli Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.