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Atwood & Palmer’s Vanguard S&P 500 ETF VOO Stock Holding History

Atwood & Palmer’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 		$96.2K Buy
140
+5
+4% +$3.33K 0.01% 203
2026
Q1 		$80.7K Sell
135
-35
-21% -$21.9K ﹤0.01% 212
2025
Q4 		$107K Buy
170
+110
+183% +$68.4K 0.01% 184
2025
Q3 		$36.7K Hold
60
– – ﹤0.01% 270
2025
Q2 		$34.1K Sell
60
-1
-2% -$526 ﹤0.01% 266
2025
Q1 		$31.2K Hold
61
– – ﹤0.01% 258
2024
Q4 		$32.8K Hold
61
– – ﹤0.01% 250
2024
Q3 		$32.1K Hold
61
– – ﹤0.01% 257
2024
Q2 		$30.4K Hold
61
– – ﹤0.01% 262
2024
Q1 		$29.2K Buy
61
+1
+2% +$458 ﹤0.01% 251
2023
Q4 		$26.2K Hold
60
– – ﹤0.01% 264
2023
Q3 		$23.6K Hold
60
– – ﹤0.01% 260
2023
Q2 		$24.4K Hold
60
– – ﹤0.01% 264
2023
Q1 		$22.6K Hold
60
– – ﹤0.01% 255
2022
Q4 		$21.1K Hold
60
– – ﹤0.01% 275
2022
Q3 		$20K Sell
60
-454
-88% -$166K ﹤0.01% 270
2022
Q2 		$178K Buy
+514
New +$194K 0.02% 142

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

Atwood & Palmer's VOO Position: Q2 2026 in Review

Atwood & Palmer increased its Vanguard S&P 500 ETF (VOO) stake by 3.7% in Q2 2026, buying an estimated $3.33K and bringing the position to 140 shares worth $96.2K. The position accounts for 0.01% of the portfolio, ranked #203.

Atwood & Palmer first reported a position in VOO in Q2 2022 and has held it in 17 quarters since. The position peaked at $178K in Q2 2022. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Atwood & Palmer held 140 shares of Vanguard S&P 500 ETF worth $96.2K as of Q2 2026.
  • Atwood & Palmer bought 5 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.33K.
  • Vanguard S&P 500 ETF made up 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #203 holding.
  • Atwood & Palmer first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
  • Atwood & Palmer's Vanguard S&P 500 ETF position peaked at $178K in Q2 2022.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.