Boyce & Associates Wealth Consulting’s Vanguard S&P 500 ETF VOO Stock Holding History

Boyce & Associates Wealth Consulting’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	$2.66M	Buy	3,872 +669	+21%	+$446K	1.84%	14
2026 Q1	$1.91M	Buy	3,203 +738	+30%	+$462K	1.45%	17
2025 Q4	$1.55M	Sell	2,465 -65	-3%	-$40.4K	1.3%	18
2025 Q3	$1.55M	Sell	2,530 -1,078	-30%	-$635K	1.27%	18
2025 Q2	$1.92M	Buy	3,608 +1,991	+123%	+$1.05M	1.76%	15
2025 Q1	$831K	Hold	1,617	–	–	0.83%	26
2024 Q4	$871K	Buy	1,617 +63	+4%	+$34.1K	0.88%	27
2024 Q3	$820K	Hold	1,554	–	–	0.85%	23
2024 Q2	$777K	Buy	1,554 +4	+0.3%	+$1.93K	0.91%	21
2024 Q1	$745K	Buy	1,550 +5	+0.3%	+$2.29K	0.96%	19
2023 Q4	$675K	Hold	1,545	–	–	0.98%	18
2023 Q3	$607K	Hold	1,545	–	–	1.01%	18
2023 Q2	$629K	Hold	1,545	–	–	1.05%	18
2023 Q1	$581K	Buy	+1,545	New	+$567K	1.04%	23
2022 Q2	–	Sell	-7,500	Closed	-$3.11M	–	57
2022 Q1	$3.11M	Buy	+7,500	New	+$3.07M	4.65%	5

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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

Boyce & Associates Wealth Consulting's VOO Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its Vanguard S&P 500 ETF (VOO) stake by 21% in Q2 2026, buying an estimated $446K and bringing the position to 3,872 shares worth $2.66M. The position accounts for 1.84% of the portfolio, ranked #14.

Boyce & Associates Wealth Consulting first reported a position in VOO in Q1 2022 and has held it in 15 quarters since. The position peaked at $3.11M in Q1 2022. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Boyce & Associates Wealth Consulting held 3,872 shares of Vanguard S&P 500 ETF worth $2.66M as of Q2 2026.
Boyce & Associates Wealth Consulting bought 669 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $446K.
Vanguard S&P 500 ETF made up 1.84% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #14 holding.
Boyce & Associates Wealth Consulting first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 15 quarters since.
Boyce & Associates Wealth Consulting's Vanguard S&P 500 ETF position peaked at $3.11M in Q1 2022.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.