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Archford Capital Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

Archford Capital Strategies’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 		$523K Hold
761
– – 0.05% 237
2026
Q1 		$455K Buy
761
+15
+2% +$9.38K 0.05% 242
2025
Q4 		$468K Hold
746
– – 0.05% 238
2025
Q3 		$457K Sell
746
-71
-9% -$41.9K 0.05% 231
2025
Q2 		$464K Buy
817
+14
+2% +$7.36K 0.06% 227
2025
Q1 		$413K Buy
+803
New +$434K 0.06% 216
2019
Q1 		– Sell
-1,087
Closed -$250K – 541
2018
Q4 		$250K Sell
1,087
-958
-47% -$237K 0.1% 195
2018
Q3 		$546K Sell
2,045
-7,178
-78% -$1.88M 0.2% 143
2018
Q2 		$2.3M Buy
+9,223
New +$2.29M 0.81% 26
2017
Q4 		– Sell
-9,225
Closed -$2.13M – 199
2017
Q3 		$2.13M Buy
+9,225
New +$2.09M 0.8% 38

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
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 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
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 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

Archford Capital Strategies's VOO Position: Q2 2026 in Review

Archford Capital Strategies held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 761 shares worth $523K. The position accounts for 0.05% of the portfolio, ranked #237.

Archford Capital Strategies first reported a position in VOO in Q3 2017 and has held it in 10 quarters since. The position peaked at $2.3M in Q2 2018. 1,442 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Archford Capital Strategies held 761 shares of Vanguard S&P 500 ETF worth $523K as of Q2 2026.
  • Archford Capital Strategies left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.05% of Archford Capital Strategies's portfolio in Q2 2026, its #237 holding.
  • Archford Capital Strategies first reported a position in Vanguard S&P 500 ETF in Q3 2017 and has held it in 10 quarters since.
  • Archford Capital Strategies's Vanguard S&P 500 ETF position peaked at $2.3M in Q2 2018.
  • 1,442 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.