Arbor Trust Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Arbor Trust Wealth 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	$259K	Sell	377 -29	-7%	-$19.3K	0.1%	84
2026 Q1	$243K	Sell	406 -59	-13%	-$36.9K	0.11%	81
2025 Q4	$292K	Sell	465 -114	-20%	-$70.8K	0.13%	74
2025 Q3	$355K	Sell	579 -17	-3%	-$10K	0.16%	69
2025 Q2	$339K	Sell	596 -45	-7%	-$23.6K	0.17%	71
2025 Q1	$329K	Buy	641 +107	+20%	+$57.8K	0.15%	77
2024 Q4	$288K	Buy	+534	New	+$289K	0.13%	82

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

Arbor Trust Wealth Advisors's VOO Position: Q2 2026 in Review

Arbor Trust Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 7.1% in Q2 2026, selling an estimated $19.3K and leaving 377 shares worth $259K. The position accounts for 0.1% of the portfolio, ranked #84.

Arbor Trust Wealth Advisors first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $355K in Q3 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Arbor Trust Wealth Advisors held 377 shares of Vanguard S&P 500 ETF worth $259K as of Q2 2026.
Arbor Trust Wealth Advisors sold 29 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $19.3K.
Vanguard S&P 500 ETF made up 0.1% of Arbor Trust Wealth Advisors's portfolio in Q2 2026, its #84 holding.
Arbor Trust Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Arbor Trust Wealth Advisors's Vanguard S&P 500 ETF position peaked at $355K in Q3 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.