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

Clarity Financial’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 		$680K Buy
990
+235
+31% +$157K 0.06% 66
2026
Q1 		$451K Buy
755
+243
+47% +$152K 0.05% 71
2025
Q4 		$321K Buy
512
+1
+0.2% +$621 0.03% 85
2025
Q3 		$313K Sell
511
-6
-1% -$3.54K 0.03% 93
2025
Q2 		$294K Sell
517
-28
-5% -$14.7K 0.03% 92
2025
Q1 		$280K Sell
545
-576
-51% -$311K 0.03% 93
2024
Q4 		$604K Sell
1,121
-296
-21% -$160K 0.07% 63
2024
Q3 		$748K Buy
1,417
+224
+19% +$114K 0.09% 75
2024
Q2 		$597K Sell
1,193
-1,084
-48% -$522K 0.09% 63
2024
Q1 		$1.09M Buy
2,277
+1,193
+110% +$546K 0.17% 53
2023
Q4 		$473K Sell
1,084
-526
-33% -$215K 0.08% 65
2023
Q3 		$632K Sell
1,610
-69
-4% -$28.2K 0.11% 61
2023
Q2 		$684K Sell
1,679
-276
-14% -$106K 0.1% 62
2023
Q1 		$735K Buy
1,955
+1,202
+160% +$441K 2.72% 13
2022
Q4 		$265K Buy
+753
New +$266K 0.05% 88

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

Clarity Financial's VOO Position: Q2 2026 in Review

Clarity Financial increased its Vanguard S&P 500 ETF (VOO) stake by 31% in Q2 2026, buying an estimated $157K and bringing the position to 990 shares worth $680K. The position accounts for 0.06% of the portfolio, ranked #66.

Clarity Financial first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.09M in Q1 2024. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Clarity Financial held 990 shares of Vanguard S&P 500 ETF worth $680K as of Q2 2026.
  • Clarity Financial bought 235 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $157K.
  • Vanguard S&P 500 ETF made up 0.06% of Clarity Financial's portfolio in Q2 2026, its #66 holding.
  • Clarity Financial first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Clarity Financial's Vanguard S&P 500 ETF position peaked at $1.09M in Q1 2024.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.