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

Clear Point 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	$1.78M	Buy	+2,585	New	+$1.72M	1.57%	14
2026 Q1	–	Sell	-2,145	Closed	-$1.35M	–	141
2025 Q4	$1.35M	Buy	2,145 +57	+3%	+$35.4K	1.04%	21
2025 Q3	$1.28M	Sell	2,088 -195	-9%	-$115K	0.99%	26
2025 Q2	$1.3M	Buy	2,283 +192	+9%	+$101K	1.09%	21
2025 Q1	$1.07M	Sell	2,091 -77	-4%	-$41.6K	0.97%	28
2024 Q4	$1.17M	Buy	2,168 +108	+5%	+$58.5K	1%	25
2024 Q3	$1.09M	Sell	2,060 -422	-17%	-$215K	0.84%	29
2024 Q2	$1.24M	Buy	2,482 +227	+10%	+$109K	1.02%	23
2024 Q1	$1.18M	Buy	2,255 +453	+25%	+$207K	0.97%	24
2023 Q4	$791K	Buy	+1,802	New	+$738K	0.7%	36

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

Clear Point Advisors's VOO Position: Q2 2026 in Review

Clear Point Advisors opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 2,585 shares worth $1.78M. The stake represents 1.57% of the portfolio and ranks #14 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in VOO as recently as Q4 2025.

Clear Point Advisors first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Clear Point Advisors held 2,585 shares of Vanguard S&P 500 ETF worth $1.78M as of Q2 2026.
Vanguard S&P 500 ETF was a new Clear Point Advisors position in Q2 2026.
Vanguard S&P 500 ETF made up 1.57% of Clear Point Advisors's portfolio in Q2 2026, its #14 holding.
Clear Point Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.