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CFS Investment Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

CFS Investment Advisory Services’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 		$3.88M Buy
5,667
+944
+20% +$629K 0.26% 77
2026
Q1 		$3.08M Sell
4,723
-288
-6% -$180K 0.21% 95
2025
Q4 		$3.14M Buy
5,011
+730
+17% +$454K 0.23% 88
2025
Q3 		$2.67M Buy
4,281
+127
+3% +$74.9K 0.2% 97
2025
Q2 		$2.36M Buy
4,154
+479
+13% +$252K 0.19% 101
2025
Q1 		$1.89M Buy
3,675
+83
+2% +$44.9K 0.17% 116
2024
Q4 		$1.94M Buy
3,592
+416
+13% +$225K 0.17% 110
2024
Q3 		$1.68M Sell
3,176
-73
-2% -$37.1K 0.14% 117
2024
Q2 		$1.63M Buy
+3,249
New +$1.56M 0.13% 109
2022
Q2 		– Sell
-37,365
Closed – – 521
2022
Q1 		$0 Buy
+37,365
New +$15.3M ﹤0.01% 548
2020
Q4 		$1.94M Buy
+5,654
New +$1.84M 0.31% 82

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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

CFS Investment Advisory Services's VOO Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Vanguard S&P 500 ETF (VOO) stake by 20% in Q2 2026, buying an estimated $629K and bringing the position to 5,667 shares worth $3.88M. The position accounts for 0.26% of the portfolio, ranked #77.

CFS Investment Advisory Services first reported a position in VOO in Q4 2020 and has held it in 11 quarters since. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • CFS Investment Advisory Services held 5,667 shares of Vanguard S&P 500 ETF worth $3.88M as of Q2 2026.
  • CFS Investment Advisory Services bought 944 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $629K.
  • Vanguard S&P 500 ETF made up 0.26% of CFS Investment Advisory Services's portfolio in Q2 2026, its #77 holding.
  • CFS Investment Advisory Services first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 11 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.