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Clune & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Clune & Associates’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 		$40M Buy
58,181
+20,894
+56% +$13.9M 6.04% 2
2026
Q1 		$22.3M Buy
37,287
+14,601
+64% +$9.13M 4.19% 3
2025
Q4 		$14.2M Buy
22,686
+4,739
+26% +$2.95M 3.07% 7
2025
Q3 		$11M Buy
17,947
+808
+5% +$476K 2.75% 8
2025
Q2 		$9.74M Buy
17,139
+1,076
+7% +$565K 2.67% 8
2025
Q1 		$8.25M Buy
16,063
+1,520
+10% +$822K 2.54% 8
2024
Q4 		$7.84M Buy
+14,543
New +$7.88M 2.6% 9

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
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

Clune & Associates's VOO Position: Q2 2026 in Review

Clune & Associates increased its Vanguard S&P 500 ETF (VOO) stake by 56% in Q2 2026, buying an estimated $13.9M and bringing the position to 58,181 shares worth $40M. The position accounts for 6.04% of the portfolio, ranked #2.

Clune & Associates first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 996 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Clune & Associates held 58,181 shares of Vanguard S&P 500 ETF worth $40M as of Q2 2026.
  • Clune & Associates bought 20,894 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $13.9M.
  • Vanguard S&P 500 ETF made up 6.04% of Clune & Associates's portfolio in Q2 2026, its #2 holding.
  • Clune & Associates first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 996 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.