CG
VOO icon

Clifford Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Clifford Group’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 		$42.1M Sell
61,299
-5,914
-9% -$3.94M 29.11% 1
2026
Q1 		$40.2M Buy
67,213
+2,402
+4% +$1.5M 30.93% 1
2025
Q4 		$40.6M Buy
64,811
+1,060
+2% +$659K 31.39% 1
2025
Q3 		$39M Buy
63,751
+1,555
+3% +$917K 30.41% 1
2025
Q2 		$35.3M Buy
62,196
+2,520
+4% +$1.32M 29.02% 1
2025
Q1 		$30.7M Buy
59,676
+4,833
+9% +$2.61M 28.65% 1
2024
Q4 		$29.5M Buy
54,843
+1,805
+3% +$978K 22.52% 1
2024
Q3 		$28M Buy
53,038
+1,069
+2% +$543K 21.76% 1
2024
Q2 		$26M Sell
51,969
-1,263
-2% -$608K 20.98% 1
2024
Q1 		$25.6M Buy
53,232
+4,370
+9% +$2M 21.13% 1
2023
Q4 		$21.3M Buy
48,862
+4,224
+9% +$1.73M 19.78% 1
2023
Q3 		$17.5M Buy
44,638
+1,767
+4% +$723K 19.01% 1
2023
Q2 		$17.5M Buy
42,871
+1,971
+5% +$760K 18.75% 1
2023
Q1 		$15.4M Buy
40,900
+90
+0.2% +$33K 18.65% 1
2022
Q4 		$14.3M Buy
+40,810
New +$14.4M 17.91% 1

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Clifford Group's VOO Position: Q2 2026 in Review

Clifford Group reduced its Vanguard S&P 500 ETF (VOO) stake by 8.8% in Q2 2026, selling an estimated $3.94M and leaving 61,299 shares worth $42.1M. The position accounts for 29.11% of the portfolio, ranked #1.

Clifford Group first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Clifford Group held 61,299 shares of Vanguard S&P 500 ETF worth $42.1M as of Q2 2026.
  • Clifford Group sold 5,914 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.94M.
  • Vanguard S&P 500 ETF made up 29.11% of Clifford Group's portfolio in Q2 2026, its #1 holding.
  • Clifford Group first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.