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Clarity Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Clarity 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 		– Sell
-16
Closed -$9.69K – 268
2026
Q1 		$9.69K Hold
16
– – ﹤0.01% 228
2025
Q4 		$10.1K Sell
16
-193
-92% -$120K 0.01% 192
2025
Q3 		$128K Buy
209
+16
+8% +$9.43K 0.07% 50
2025
Q2 		$109K Buy
193
+136
+239% +$71.5K 0.07% 53
2025
Q1 		$29.4K Sell
57
-210
-79% -$114K 0.02% 113
2024
Q4 		$144K Buy
267
+2
+0.8% +$1.08K 0.09% 41
2024
Q3 		$140K Buy
265
+1
+0.4% +$508 0.1% 39
2024
Q2 		$132K Hold
264
– – 0.09% 41
2024
Q1 		$127K Buy
264
+144
+120% +$65.9K 0.09% 44
2023
Q4 		$52.4K Buy
+120
New +$49.1K 0.04% 78

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

Clarity Asset Management's VOO Position: Q2 2026 in Review

Clarity Asset Management sold out of Vanguard S&P 500 ETF (VOO) in Q2 2026, closing a stake of 16 shares — an estimated $9.69K sold.

Clarity Asset Management first reported a position in VOO in Q4 2023 and held it in 10 quarters. The position peaked at $144K in Q4 2024. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Clarity Asset Management reported no remaining Vanguard S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 16 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $9.69K.
  • Clarity Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and held it in 10 quarters.
  • Clarity Asset Management's Vanguard S&P 500 ETF position peaked at $144K in Q4 2024.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.