AAS
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Avantax Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$109M Buy
191,870
+4,925
+3% +$2.59M 0.6% 20
2025
Q1 		$96.1M Buy
186,945
+4,038
+2% +$2.18M 0.58% 24
2024
Q4 		$98.6M Buy
182,907
+3,882
+2% +$2.1M 0.62% 22
2024
Q3 		$94.5M Buy
179,025
+5,972
+3% +$3.04M 0.62% 20
2024
Q2 		$86.5M Buy
173,053
+52,546
+44% +$25.3M 0.62% 20
2024
Q1 		$57.9M Sell
120,507
-3,739
-3% -$1.71M 0.51% 25
2023
Q4 		$54.3M Buy
124,246
+4,185
+3% +$1.71M 0.54% 23
2023
Q3 		$47.1M Buy
120,061
+3,622
+3% +$1.48M 0.53% 23
2023
Q2 		$47.4M Buy
116,439
+3,683
+3% +$1.42M 0.54% 23
2023
Q1 		$42.4M Buy
112,756
+9,152
+9% +$3.36M 0.52% 24
2022
Q4 		$36.4M Buy
103,604
+9,315
+10% +$3.29M 0.49% 26
2022
Q3 		$31M Sell
94,289
-2,478
-3% -$905K 0.48% 26
2022
Q2 		$33.6M Sell
96,767
-2,903
-3% -$1.09M 0.51% 24
2022
Q1 		$41.4M Buy
99,670
+7,538
+8% +$3.09M 0.57% 24
2021
Q4 		$40.3M Buy
92,132
+7,659
+9% +$3.23M 0.61% 23
2021
Q3 		$33.4M Buy
84,473
+7,747
+10% +$3.14M 0.56% 24
2021
Q2 		$30.2M Buy
76,726
+10,947
+17% +$4.2M 0.55% 26
2021
Q1 		$24M Sell
65,779
-8,661
-12% -$3.07M 0.51% 27
2020
Q4 		$25.6M Sell
74,440
-60,138
-45% -$19.6M 0.61% 24
2020
Q3 		$41.4M Buy
134,578
+66,247
+97% +$20.2M 0.66% 25
2020
Q2 		$19.4M Buy
68,331
+24,754
+57% +$6.66M 0.56% 25
2020
Q1 		$10.3M Buy
43,577
+6,845
+19% +$1.92M 0.31% 53
2019
Q4 		$10.9M Buy
36,732
+27,509
+298% +$7.78M 0.25% 62
2019
Q3 		$2.52M Buy
9,223
+1,199
+15% +$325K 0.1% 104
2019
Q2 		$2.16M Buy
8,024
+741
+10% +$196K 0.1% 108
2019
Q1 		$1.89M Buy
7,283
+431
+6% +$108K 0.1% 107
2018
Q4 		$1.57M Buy
+6,852
New +$1.7M 0.26% 96

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Avantax Advisory Services's VOO Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard S&P 500 ETF (VOO) stake by 2.6% in Q2 2025, buying an estimated $2.59M and bringing the position to 191,870 shares worth $109M. The position accounts for 0.6% of the portfolio, ranked #20.

Avantax Advisory Services first reported a position in VOO in Q4 2018 and has held it in 27 quarters since. 3,389 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • Avantax Advisory Services held 191,870 shares of Vanguard S&P 500 ETF worth $109M as of Q2 2025.
  • Avantax Advisory Services bought 4,925 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $2.59M.
  • Vanguard S&P 500 ETF made up 0.6% of Avantax Advisory Services's portfolio in Q2 2025, its #20 holding.
  • Avantax Advisory Services first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 27 quarters since.
  • 3,389 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.