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Avity Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Avity Investment Management’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 		$17.1M Sell
24,885
-23
-0.1% -$15.3K 1.09% 31
2026
Q1 		$14.9M Buy
24,908
+21
+0.1% +$13.1K 1.08% 30
2025
Q4 		$15.6M Sell
24,887
-410
-2% -$255K 1.09% 34
2025
Q3 		$15.5M Buy
25,297
+7,808
+45% +$4.6M 1.09% 33
2025
Q2 		$9.93M Buy
17,489
+555
+3% +$292K 0.74% 34
2025
Q1 		$8.7M Buy
16,934
+9,288
+121% +$5.02M 0.7% 34
2024
Q4 		$4.12M Buy
7,646
+922
+14% +$499K 0.32% 38
2024
Q3 		$3.55M Buy
6,724
+27
+0.4% +$13.7K 0.28% 38
2024
Q2 		$3.35M Sell
6,697
-1,034
-13% -$498K 0.27% 40
2024
Q1 		$3.72M Buy
7,731
+33
+0.4% +$15.1K 0.31% 37
2023
Q4 		$3.36M Buy
7,698
+26
+0.3% +$10.6K 0.3% 36
2023
Q3 		$3.01M Sell
7,672
-15,019
-66% -$6.14M 0.3% 37
2023
Q2 		$9.24M Buy
22,691
+17,921
+376% +$6.91M 0.86% 32
2023
Q1 		$1.79M Buy
4,770
+455
+11% +$167K 0.17% 45
2022
Q4 		$1.52M Sell
4,315
-865
-17% -$306K 0.15% 47
2022
Q3 		$1.7M Sell
5,180
-425
-8% -$155K 0.18% 43
2022
Q2 		$1.94M Buy
5,605
+1,290
+30% +$486K 0.2% 42
2022
Q1 		$1.79M Hold
4,315
– – 0.16% 42
2021
Q4 		$1.88M Buy
4,315
+2,865
+198% +$1.21M 0.15% 39
2021
Q3 		$572K Buy
1,450
+19
+1% +$7.71K 0.05% 53
2021
Q2 		$563K Hold
1,431
– – 0.05% 50
2021
Q1 		$521K Buy
1,431
+311
+28% +$110K 0.05% 50
2020
Q4 		$385K Buy
+1,120
New +$365K 0.04% 60

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

Avity Investment Management's VOO Position: Q2 2026 in Review

Avity Investment Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.09% in Q2 2026, selling an estimated $15.3K and leaving 24,885 shares worth $17.1M. The position accounts for 1.09% of the portfolio, ranked #31.

Avity Investment Management first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Avity Investment Management held 24,885 shares of Vanguard S&P 500 ETF worth $17.1M as of Q2 2026.
  • Avity Investment Management sold 23 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $15.3K.
  • Vanguard S&P 500 ETF made up 1.09% of Avity Investment Management's portfolio in Q2 2026, its #31 holding.
  • Avity Investment Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.