CWA
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Centennial Wealth Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Centennial Wealth Advisory’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 		$566K Buy
824
+225
+38% +$150K 0.12% 115
2026
Q1 		$358K Buy
599
+120
+25% +$75K 0.09% 126
2025
Q4 		$300K Buy
479
+20
+4% +$12.4K 0.08% 138
2025
Q3 		$281K Buy
459
+14
+3% +$8.25K 0.08% 136
2025
Q2 		$253K Hold
445
– – 0.08% 135
2025
Q1 		$229K Buy
445
+4
+0.9% +$2.16K 0.08% 137
2024
Q4 		$237K Sell
441
-19
-4% -$10.3K 0.09% 127
2024
Q3 		$243K Sell
460
-5
-1% -$2.54K 0.09% 127
2024
Q2 		$232K Sell
465
-1,864
-80% -$897K 0.1% 129
2024
Q1 		$1.12M Sell
2,329
-28
-1% -$12.8K 0.52% 35
2023
Q4 		$1.03M Sell
2,357
-77
-3% -$31.5K 0.53% 33
2023
Q3 		$956K Buy
2,434
+118
+5% +$48.3K 0.51% 43
2023
Q2 		$943K Buy
2,316
+86
+4% +$33.2K 0.49% 40
2023
Q1 		$838K Buy
2,230
+138
+7% +$50.6K 0.45% 42
2022
Q4 		$735K Buy
2,092
+160
+8% +$56.5K 0.41% 43
2022
Q3 		$634K Buy
1,932
+127
+7% +$46.4K 0.37% 39
2022
Q2 		$626K Buy
1,805
+294
+19% +$111K 0.35% 48
2022
Q1 		$627K Buy
1,511
+82
+6% +$33.6K 0.34% 46
2021
Q4 		$624K Buy
1,429
+196
+16% +$82.7K 0.35% 44
2021
Q3 		$486K Buy
1,233
+193
+19% +$78.3K 0.29% 44
2021
Q2 		$409K Buy
1,040
+379
+57% +$145K 0.26% 57
2021
Q1 		$241K Buy
+661
New +$234K 0.16% 71

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 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 $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Centennial Wealth Advisory's VOO Position: Q2 2026 in Review

Centennial Wealth Advisory increased its Vanguard S&P 500 ETF (VOO) stake by 38% in Q2 2026, buying an estimated $150K and bringing the position to 824 shares worth $566K. The position accounts for 0.12% of the portfolio, ranked #115.

Centennial Wealth Advisory first reported a position in VOO in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.12M in Q1 2024. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Centennial Wealth Advisory held 824 shares of Vanguard S&P 500 ETF worth $566K as of Q2 2026.
  • Centennial Wealth Advisory bought 225 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $150K.
  • Vanguard S&P 500 ETF made up 0.12% of Centennial Wealth Advisory's portfolio in Q2 2026, its #115 holding.
  • Centennial Wealth Advisory first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
  • Centennial Wealth Advisory's Vanguard S&P 500 ETF position peaked at $1.12M in Q1 2024.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.