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

Centerpoint 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	$325K	Hold	473	–	–	0.09%	71
2026 Q1	$283K	Hold	473	–	–	0.09%	74
2025 Q4	$297K	Hold	473	–	–	0.09%	75
2025 Q3	$290K	Hold	473	–	–	0.09%	75
2025 Q2	$269K	Sell	473 -8	-2%	-$4.2K	0.09%	74
2025 Q1	$247K	Hold	481	–	–	0.09%	77
2024 Q4	$259K	Buy	481 +455	+1,750%	+$246K	0.09%	81
2024 Q3	$14K	Buy	26 +8	+44%	+$4.07K	﹤0.01%	329
2024 Q2	$9K	Buy	+18	New	+$8.66K	﹤0.01%	357
2022 Q3	–	Sell	-5,776	Closed	-$2M	–	421
2022 Q2	$2M	Buy	+5,776	New	+$2.18M	1.02%	20

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

Centerpoint Advisors's VOO Position: Q2 2026 in Review

Centerpoint Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 473 shares worth $325K. The position accounts for 0.09% of the portfolio, ranked #71.

Centerpoint Advisors first reported a position in VOO in Q2 2022 and has held it in 10 quarters since. The position peaked at $2M in Q2 2022. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Centerpoint Advisors held 473 shares of Vanguard S&P 500 ETF worth $325K as of Q2 2026.
Centerpoint Advisors left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.09% of Centerpoint Advisors's portfolio in Q2 2026, its #71 holding.
Centerpoint Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 10 quarters since.
Centerpoint Advisors's Vanguard S&P 500 ETF position peaked at $2M in Q2 2022.
4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.