CCA
VOO icon

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

Cadent Capital 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 		$1.13M Buy
1,652
+138
+9% +$92K 0.24% 92
2026
Q1 		$905K Buy
1,514
+185
+14% +$116K 0.24% 82
2025
Q4 		$833K Sell
1,329
-43
-3% -$26.7K 0.22% 81
2025
Q3 		$840K Buy
1,372
+432
+46% +$255K 0.22% 88
2025
Q2 		$534K Buy
940
+260
+38% +$137K 0.17% 96
2025
Q1 		$350K Buy
680
+16
+2% +$8.65K 0.13% 101
2024
Q4 		$358K Buy
664
+3
+0.5% +$1.63K 0.12% 101
2024
Q3 		$349K Sell
661
-741
-53% -$377K 0.12% 112
2024
Q2 		$701K Buy
1,402
+913
+187% +$439K 0.28% 59
2024
Q1 		$235K Buy
+489
New +$224K 0.09% 119
2022
Q2 		– Sell
-669
Closed -$278K – 147
2022
Q1 		$278K Buy
669
+15
+2% +$6.14K 0.13% 105
2021
Q4 		$285K Sell
654
-11
-2% -$4.64K 0.13% 96
2021
Q3 		$262K Buy
665
+1
+0.2% +$406 0.12% 102
2021
Q2 		$261K Buy
664
+1
+0.2% +$384 0.11% 119
2021
Q1 		$242K Buy
663
+1
+0.2% +$355 0.11% 106
2020
Q4 		$228K Buy
+662
New +$216K 0.11% 101

Other funds holding VOO

CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 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 $59.6B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return