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

Ashford 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	$466K	Hold	679	–	–	0.1%	21
2026 Q1	$406K	Sell	679 -3	-0.4%	-$1.88K	0.09%	21
2025 Q4	$428K	Hold	682	–	–	0.09%	18
2025 Q3	$419K	Sell	682 -5,568	-89%	-$3.28M	0.09%	18
2025 Q2	$388K	Buy	6,250 +4,848	+346%	+$2.55M	0.09%	19
2025 Q1	$721K	Hold	1,402	–	–	0.18%	13
2024 Q4	$755K	Hold	1,402	–	–	0.17%	10
2024 Q3	$740K	Hold	1,402	–	–	0.17%	11
2024 Q2	$704K	Sell	1,402 -150	-10%	-$72.2K	0.17%	10
2024 Q1	$746K	Hold	1,552	–	–	0.19%	11
2023 Q4	$678K	Hold	1,552	–	–	0.19%	12
2023 Q3	$609K	Buy	1,552 +832	+116%	+$340K	0.19%	12
2023 Q2	$293K	Hold	720	–	–	0.09%	15
2023 Q1	$271K	Hold	720	–	–	0.09%	15
2022 Q4	$253K	Hold	720	–	–	0.09%	15
2022 Q3	$236K	Hold	720	–	–	0.09%	17
2022 Q2	$250K	Hold	720	–	–	0.09%	17
2022 Q1	$299K	Hold	720	–	–	0.1%	14
2021 Q4	$314K	Hold	720	–	–	0.11%	12
2021 Q3	$284K	Hold	720	–	–	0.1%	11
2021 Q2	$283K	Hold	720	–	–	0.11%	11
2021 Q1	$262K	Hold	720	–	–	0.11%	11
2020 Q4	$248K	Buy	+720	New	+$235K	0.15%	9

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

Ashford Advisors's VOO Position: Q2 2026 in Review

Ashford Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 679 shares worth $466K. The position accounts for 0.1% of the portfolio, ranked #21.

Ashford Advisors first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. The position peaked at $755K in Q4 2024. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Ashford Advisors held 679 shares of Vanguard S&P 500 ETF worth $466K as of Q2 2026.
Ashford Advisors left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.1% of Ashford Advisors's portfolio in Q2 2026, its #21 holding.
Ashford Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
Ashford Advisors's Vanguard S&P 500 ETF position peaked at $755K in Q4 2024.
3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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