AWA
VOO icon

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

Arbor 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 		$1.03M Hold
1,496
– – 0.63% 24
2026
Q1 		$894K Hold
1,496
– – 0.63% 25
2025
Q4 		$938K Hold
1,496
– – 0.67% 26
2025
Q3 		$916K Hold
1,496
– – 0.68% 25
2025
Q2 		$850K Hold
1,496
– – 0.69% 25
2025
Q1 		$769K Hold
1,496
– – 0.69% 24
2024
Q4 		$806K Hold
1,496
– – 0.72% 23
2024
Q3 		$789K Hold
1,496
– – 0.71% 24
2024
Q2 		$748K Hold
1,496
– – 0.74% 23
2024
Q1 		$719K Hold
1,496
– – 0.68% 25
2023
Q4 		$653K Buy
+1,496
New +$612K 0.67% 26

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Arbor Wealth Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 1,496 shares worth $1.03M. The position accounts for 0.63% of the portfolio, ranked #24.

Arbor Wealth Advisors first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Arbor Wealth Advisors held 1,496 shares of Vanguard S&P 500 ETF worth $1.03M as of Q2 2026.
  • Arbor Wealth Advisors left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.63% of Arbor Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Arbor Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Arbor Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.