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Astoria Strategic Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Astoria Strategic Wealth’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 		$975K Sell
1,420
-3
-0.2% -$2K 0.22% 25
2026
Q1 		$850K Sell
1,423
-3
-0.2% -$1.88K 0.22% 25
2025
Q4 		$894K Sell
1,426
-2
-0.1% -$1.24K 0.23% 25
2025
Q3 		$874K Sell
1,428
-3
-0.2% -$1.77K 0.22% 25
2025
Q2 		$813K Buy
1,431
+1
+0.1% +$526 0.22% 25
2025
Q1 		$735K Hold
1,430
– – 0.22% 24
2024
Q4 		$770K Hold
1,430
– – 0.23% 24
2024
Q3 		$755K Hold
1,430
– – 0.22% 23
2024
Q2 		$715K Sell
1,430
-9
-0.6% -$4.33K 0.22% 21
2024
Q1 		$692K Hold
1,439
– – 0.22% 21
2023
Q4 		$629K Hold
1,439
– – 0.21% 21
2023
Q3 		$565K Buy
1,439
+259
+22% +$106K 0.21% 22
2023
Q2 		$481K Hold
1,180
– – 0.18% 22
2023
Q1 		$444K Hold
1,180
– – 0.17% 23
2022
Q4 		$415K Buy
1,180
+18
+2% +$6.36K 0.17% 27
2022
Q3 		$381K Hold
1,162
– – 0.17% 26
2022
Q2 		$403K Hold
1,162
– – 0.18% 26
2022
Q1 		$482K Hold
1,162
– – 0.19% 31
2021
Q4 		$507K Hold
1,162
– – 0.19% 31
2021
Q3 		$458K Hold
1,162
– – 0.2% 23
2021
Q2 		$464K Hold
1,162
– – 0.21% 24
2021
Q1 		$423K Hold
1,162
– – 0.22% 23
2020
Q4 		$399K Sell
1,162
-47
-4% -$15.3K 0.21% 23
2020
Q3 		$386K Hold
1,209
– – 0.22% 22
2020
Q2 		$349K Sell
1,209
-66
-5% -$17.8K 0.22% 22
2020
Q1 		$302K Sell
1,275
-17,261
-93% -$4.84M 0.23% 26
2019
Q4 		$5.51M Buy
+18,536
New +$5.24M 3.92% 11

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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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

Astoria Strategic Wealth's VOO Position: Q2 2026 in Review

Astoria Strategic Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 0.21% in Q2 2026, selling an estimated $2K and leaving 1,420 shares worth $975K. The position accounts for 0.22% of the portfolio, ranked #25.

Astoria Strategic Wealth first reported a position in VOO in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.51M in Q4 2019. 1,065 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Astoria Strategic Wealth held 1,420 shares of Vanguard S&P 500 ETF worth $975K as of Q2 2026.
  • Astoria Strategic Wealth sold 3 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2K.
  • Vanguard S&P 500 ETF made up 0.22% of Astoria Strategic Wealth's portfolio in Q2 2026, its #25 holding.
  • Astoria Strategic Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • Astoria Strategic Wealth's Vanguard S&P 500 ETF position peaked at $5.51M in Q4 2019.
  • 1,065 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Astoria Strategic Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.