Avalon Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Avalon Advisory Group’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 Q3	$966K	Sell	1,378 -2	-0.1%	-$1.4K	0.36%	8
2026 Q2	$948K	Sell	1,380 -7	-0.5%	-$4.67K	0.35%	8
2026 Q1	$829K	Buy	1,387 +11	+0.8%	+$6.88K	0.33%	8
2025 Q4	$863K	Hold	1,376	–	–	0.35%	8
2025 Q3	$843K	Buy	1,376 +4	+0.3%	+$2.36K	0.34%	12
2025 Q2	$779K	Hold	1,372	–	–	0.33%	11
2025 Q1	$705K	Buy	1,372 +318	+30%	+$172K	0.33%	10
2024 Q4	$568K	Buy	1,054 +22	+2%	+$11.9K	0.26%	13
2024 Q3	$545K	Buy	1,032 +26	+3%	+$13.2K	0.25%	13
2024 Q2	$503K	Buy	+1,006	New	+$484K	0.24%	13

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Avalon Advisory Group's VOO Position: Q3 2026 in Review

Avalon Advisory Group reduced its Vanguard S&P 500 ETF (VOO) stake by 0.14% in Q3 2026, selling an estimated $1.4K and leaving 1,378 shares worth $966K. The position accounts for 0.36% of the portfolio, ranked #8.

Avalon Advisory Group first reported a position in VOO in Q2 2024 and has held it in 10 quarters since. 1,106 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Avalon Advisory Group held 1,378 shares of Vanguard S&P 500 ETF worth $966K as of Q3 2026.
Avalon Advisory Group sold 2 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.4K.
Vanguard S&P 500 ETF made up 0.36% of Avalon Advisory Group's portfolio in Q3 2026, its #8 holding.
Avalon Advisory Group first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 10 quarters since.
1,106 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Avalon Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.