Ballew Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Ballew Advisors’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	$510K	Hold	720	–	–	0.25%	76
2026 Q2	$493K	Hold	720	–	–	0.25%	74
2026 Q1	$450K	Buy	720 +16	+2%	+$10K	0.25%	76
2025 Q4	$449K	Buy	704 +2	+0.3%	+$1.24K	0.25%	72
2025 Q3	$427K	Buy	702 +110	+19%	+$64.8K	0.24%	78
2025 Q2	$341K	Sell	592 -1	-0.2%	-$526	0.2%	84
2025 Q1	$291K	Buy	593 +2	+0.3%	+$1.08K	0.2%	86
2024 Q4	$316K	Buy	591 +6	+1%	+$3.25K	0.2%	84
2024 Q3	$310K	Buy	585 +7	+1%	+$3.56K	0.21%	82
2024 Q2	$298K	Buy	578 +20	+4%	+$9.62K	0.2%	84
2024 Q1	$264K	Hold	558	–	–	0.18%	86
2023 Q4	$244K	Hold	558	–	–	0.18%	87
2023 Q3	$218K	Sell	558 -99	-15%	-$40.5K	0.18%	91
2023 Q2	$267K	Hold	657	–	–	0.19%	85
2023 Q1	$264K	Buy	+657	New	+$241K	0.19%	88
2018 Q4	–	Sell	-118	Closed	-$29K	–	426
2018 Q3	$29K	Buy	118 +1	+0.9%	+$262	0.03%	210
2018 Q2	$29K	Buy	+117	New	+$29K	0.03%	210

Other funds holding VOO

FFA

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

AIM

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

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Ballew Advisors's VOO Position: Q3 2026 in Review

Ballew Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 720 shares worth $510K. The position accounts for 0.25% of the portfolio, ranked #76.

Ballew Advisors first reported a position in VOO in Q2 2018 and has held it in 17 quarters since. 252 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Ballew Advisors held 720 shares of Vanguard S&P 500 ETF worth $510K as of Q3 2026.
Ballew Advisors left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
Vanguard S&P 500 ETF made up 0.25% of Ballew Advisors's portfolio in Q3 2026, its #76 holding.
Ballew Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2018 and has held it in 17 quarters since.
252 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Ballew Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.