Avondale Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Avondale Wealth 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	$5.15M	Buy	7,504 +335	+5%	+$223K	2.1%	9
2026 Q1	$4.28M	Buy	7,169 +249	+4%	+$156K	2.11%	11
2025 Q4	$4.34M	Sell	6,920 -45	-0.6%	-$28K	2.23%	10
2025 Q3	$4.27M	Buy	6,965 +205	+3%	+$121K	2.27%	10
2025 Q2	$3.84M	Buy	6,760 +349	+5%	+$183K	2.14%	10
2025 Q1	$3.29M	Buy	6,411 +95	+2%	+$51.4K	2.07%	11
2024 Q4	$3.4M	Buy	6,316 +125	+2%	+$67.7K	2.18%	11
2024 Q3	$3.27M	Hold	6,191	–	–	2.12%	11
2024 Q2	$3.1M	Sell	6,191 -85	-1%	-$40.9K	2.12%	11
2024 Q1	$3.02M	Sell	6,276 -1,282	-17%	-$587K	2.11%	11
2023 Q4	$3.3M	Buy	7,558 +577	+8%	+$236K	2.66%	8
2023 Q3	$2.74M	Hold	6,981	–	–	2.41%	11
2023 Q2	$2.84M	Sell	6,981 -21	-0.3%	-$8.1K	2.39%	11
2023 Q1	$2.63M	Sell	7,002 -1,620	-19%	-$594K	2.27%	11
2022 Q4	$3.03M	Buy	8,622 +592	+7%	+$209K	2.63%	9
2022 Q3	$2.64M	Buy	8,030 +1,050	+15%	+$384K	2.87%	9
2022 Q2	$2.42M	Buy	6,980 +441	+7%	+$166K	2.81%	9
2022 Q1	$2.71M	Sell	6,539 -196	-3%	-$80.2K	3.19%	8
2021 Q4	$2.94M	Sell	6,735 -299	-4%	-$126K	2.98%	8
2021 Q3	$2.77M	Hold	7,034	–	–	2.71%	9
2021 Q2	$2.77M	Hold	7,034	–	–	2.59%	9
2021 Q1	$2.56M	Hold	7,034	–	–	2.52%	9
2020 Q4	$2.42M	Hold	7,034	–	–	2.8%	8
2020 Q3	$2.16M	Sell	7,034 -825	-10%	-$251K	3.27%	7
2020 Q2	$2.23M	Sell	7,859 -416	-5%	-$112K	3.16%	8
2020 Q1	$1.96M	Buy	8,275 +1,460	+21%	+$409K	3.1%	9
2019 Q4	$2.02M	Sell	6,815 -2,004	-23%	-$567K	2.96%	9
2019 Q3	$2.4M	Sell	8,819 -85,001	-91%	-$23.1M	3.97%	8
2019 Q2	$25.3M	Sell	93,820 -246	-0.3%	-$65.1K	18.57%	2
2019 Q1	$24.4M	Sell	94,066 -3,133	-3%	-$783K	18.77%	2
2018 Q4	$22.3M	Buy	97,199 +5,247	+6%	+$1.3M	18.55%	2
2018 Q3	$24.6M	Buy	91,952 +1,904	+2%	+$498K	23.22%	2
2018 Q2	$22.5M	Buy	90,048 +2,875	+3%	+$714K	18.63%	2
2018 Q1	$21.1M	Buy	+87,173	New	+$21.9M	17.31%	2

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Avondale Wealth Management's VOO Position: Q2 2026 in Review

Avondale Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 4.7% in Q2 2026, buying an estimated $223K and bringing the position to 7,504 shares worth $5.15M. The position accounts for 2.1% of the portfolio, ranked #9.

Avondale Wealth Management first reported a position in VOO in Q1 2018 and has held it in 34 quarters since. The position peaked at $25.3M in Q2 2019. 1,975 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Avondale Wealth Management held 7,504 shares of Vanguard S&P 500 ETF worth $5.15M as of Q2 2026.
Avondale Wealth Management bought 335 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $223K.
Vanguard S&P 500 ETF made up 2.1% of Avondale Wealth Management's portfolio in Q2 2026, its #9 holding.
Avondale Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 34 quarters since.
Avondale Wealth Management's Vanguard S&P 500 ETF position peaked at $25.3M in Q2 2019.
1,975 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Avondale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.