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 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

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

Ballew Advisors's VOO Position: Q2 2026 in Review

Ballew Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 720 shares worth $493K. The position accounts for 0.25% of the portfolio, ranked #74.

Ballew Advisors first reported a position in VOO in Q2 2018 and has held it in 16 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Ballew Advisors held 720 shares of Vanguard S&P 500 ETF worth $493K as of Q2 2026.
Ballew Advisors left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.25% of Ballew Advisors's portfolio in Q2 2026, its #74 holding.
Ballew Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2018 and has held it in 16 quarters since.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.