Aviance Capital Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Aviance Capital Partners’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	$2.75M	Sell	4,005 -198	-5%	-$132K	0.29%	74
2026 Q1	$2.51M	Sell	4,203 -280	-6%	-$175K	0.29%	76
2025 Q4	$2.81M	Buy	4,483 +13	+0.3%	+$8.08K	0.32%	68
2025 Q3	$2.74M	Buy	4,470 +494	+12%	+$291K	0.33%	70
2025 Q2	$2.26M	Buy	3,976 +563	+16%	+$296K	0.3%	78
2025 Q1	$1.75M	Buy	3,413 +75	+2%	+$40.5K	0.25%	93
2024 Q4	$1.8M	Buy	3,338 +131	+4%	+$71K	0.25%	91
2024 Q3	$1.69M	Buy	3,207 +322	+11%	+$164K	0.22%	112
2024 Q2	$1.44M	Buy	2,885 +756	+36%	+$364K	0.21%	115
2024 Q1	$1.02M	Buy	+2,129	New	+$974K	0.15%	143
2023 Q4	–	Sell	-1,005	Closed	-$395K	–	268
2023 Q3	$395K	Buy	1,005 +2	+0.2%	+$818	0.09%	182
2023 Q2	$408K	Buy	1,003 +42	+4%	+$16.2K	0.09%	193
2023 Q1	$361K	Buy	961 +280	+41%	+$103K	0.08%	197
2022 Q4	$239K	Buy	681 +25	+4%	+$8.83K	0.06%	249
2022 Q3	$215K	Sell	656 -30	-4%	-$11K	0.05%	240
2022 Q2	$238K	Buy	686 +39	+6%	+$14.7K	0.05%	242
2022 Q1	$268K	Buy	647 +2	+0.3%	+$819	0.05%	230
2021 Q4	$281K	Buy	+645	New	+$272K	0.05%	226

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

Aviance Capital Partners's VOO Position: Q2 2026 in Review

Aviance Capital Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 4.7% in Q2 2026, selling an estimated $132K and leaving 4,005 shares worth $2.75M. The position accounts for 0.29% of the portfolio, ranked #74.

Aviance Capital Partners first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.81M in Q4 2025. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Aviance Capital Partners held 4,005 shares of Vanguard S&P 500 ETF worth $2.75M as of Q2 2026.
Aviance Capital Partners sold 198 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $132K.
Vanguard S&P 500 ETF made up 0.29% of Aviance Capital Partners's portfolio in Q2 2026, its #74 holding.
Aviance Capital Partners first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Aviance Capital Partners's Vanguard S&P 500 ETF position peaked at $2.81M in Q4 2025.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.