CFAM
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Center For Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Center For Asset Management’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 		$15.2M Buy
22,196
+950
+4% +$633K 6.77% 1
2026
Q1 		$12.7M Buy
21,246
+3,071
+17% +$1.92M 6.31% 1
2025
Q4 		$11.4M Buy
18,175
+419
+2% +$260K 5.96% 1
2025
Q3 		$10.9M Buy
17,756
+6,730
+61% +$3.97M 5.8% 1
2025
Q2 		$5.97M Sell
11,026
-6,152
-36% -$3.23M 3.68% 6
2025
Q1 		$8.83M Buy
17,178
+6,105
+55% +$3.3M 5.4% 2
2024
Q4 		$5.97M Buy
11,073
+1,042
+10% +$564K 3.86% 6
2024
Q3 		$5.29M Buy
10,031
+2,003
+25% +$1.02M 3.16% 8
2024
Q2 		$4.02M Buy
8,028
+7,006
+686% +$3.37M 2.66% 10
2024
Q1 		$491K Sell
1,022
-59
-5% -$27K 0.4% 59
2023
Q4 		$472K Sell
1,081
-134
-11% -$54.9K 0.43% 53
2023
Q3 		$477K Sell
1,215
-83
-6% -$33.9K 0.48% 50
2023
Q2 		$529K Buy
1,298
+267
+26% +$103K 0.5% 49
2023
Q1 		$388K Buy
1,031
+47
+5% +$17.2K 0.38% 71
2022
Q4 		$346K Sell
984
-28
-3% -$9.89K 0.32% 83
2022
Q3 		$332K Sell
1,012
-154
-13% -$56.2K 0.33% 79
2022
Q2 		$404K Sell
1,166
-4,534
-80% -$1.71M 0.37% 62
2022
Q1 		$2.37M Sell
5,700
-598
-9% -$245K 1.83% 13
2021
Q4 		$2.75M Buy
6,298
+1,859
+42% +$785K 2.04% 14
2021
Q3 		$1.75M Buy
4,439
+561
+14% +$228K 1.47% 19
2021
Q2 		$1.53M Buy
3,878
+1,941
+100% +$745K 1.32% 22
2021
Q1 		$706K Buy
+1,937
New +$687K 0.68% 38

Other funds holding VOO

AssetMark Inc
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
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
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

Center For Asset Management's VOO Position: Q2 2026 in Review

Center For Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 4.5% in Q2 2026, buying an estimated $633K and bringing the position to 22,196 shares worth $15.2M. The position accounts for 6.77% of the portfolio, ranked #1.

Center For Asset Management first reported a position in VOO in Q1 2021 and has held it in 22 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Center For Asset Management held 22,196 shares of Vanguard S&P 500 ETF worth $15.2M as of Q2 2026.
  • Center For Asset Management bought 950 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $633K.
  • Vanguard S&P 500 ETF made up 6.77% of Center For Asset Management's portfolio in Q2 2026, its #1 holding.
  • Center For Asset Management first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.