CFO
VOO icon

Collective Family Office’s Vanguard S&P 500 ETF VOO Stock Holding History

Collective Family Office’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 		$8.66M Sell
12,613
-131
-1% -$87.3K 1.77% 20
2026
Q1 		$7.62M Sell
12,744
-676
-5% -$423K 1.71% 21
2025
Q4 		$8.42M Sell
13,420
-908
-6% -$564K 1.93% 16
2025
Q3 		$8.77M Sell
14,328
-208
-1% -$123K 2.11% 14
2025
Q2 		$8.26M Sell
14,536
-116
-0.8% -$61K 2.12% 13
2025
Q1 		$7.53M Sell
14,652
-724
-5% -$391K 2.04% 15
2024
Q4 		$8.28M Sell
15,376
-597
-4% -$323K 2.27% 11
2024
Q3 		$8.43M Buy
15,973
+1,073
+7% +$545K 2.29% 13
2024
Q2 		$7.45M Buy
14,900
+1,759
+13% +$846K 2.19% 16
2024
Q1 		$6.32M Buy
13,141
+73
+0.6% +$33.4K 2.05% 16
2023
Q4 		$5.71M Buy
13,068
+699
+6% +$286K 2.01% 15
2023
Q3 		$4.86M Sell
12,369
-342
-3% -$140K 1.89% 17
2023
Q2 		$5.18M Sell
12,711
-627
-5% -$242K 2.02% 15
2023
Q1 		$5.02M Buy
13,338
+2,423
+22% +$889K 2.07% 13
2022
Q4 		$3.83M Buy
10,915
+2,022
+23% +$714K 1.72% 16
2022
Q3 		$2.92M Sell
8,893
-2,041
-19% -$745K 1.45% 17
2022
Q2 		$3.79M Sell
10,934
-672
-6% -$253K 1.64% 14
2022
Q1 		$4.82M Sell
11,606
-732
-6% -$300K 1.84% 11
2021
Q4 		$5.39M Sell
12,338
-41
-0.3% -$17.3K 2.12% 6
2021
Q3 		$4.88M Buy
12,379
+1,241
+11% +$503K 2.1% 10
2021
Q2 		$4.38M Buy
11,138
+71
+0.6% +$27.3K 1.87% 9
2021
Q1 		$4.03M Buy
11,067
+1,076
+11% +$382K 1.97% 9
2020
Q4 		$3.43M Buy
+9,991
New +$3.26M 1.91% 12

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
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Collective Family Office's VOO Position: Q2 2026 in Review

Collective Family Office reduced its Vanguard S&P 500 ETF (VOO) stake by 1% in Q2 2026, selling an estimated $87.3K and leaving 12,613 shares worth $8.66M. The position accounts for 1.77% of the portfolio, ranked #20.

Collective Family Office first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.77M in Q3 2025. 1,307 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Collective Family Office held 12,613 shares of Vanguard S&P 500 ETF worth $8.66M as of Q2 2026.
  • Collective Family Office sold 131 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $87.3K.
  • Vanguard S&P 500 ETF made up 1.77% of Collective Family Office's portfolio in Q2 2026, its #20 holding.
  • Collective Family Office first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • Collective Family Office's Vanguard S&P 500 ETF position peaked at $8.77M in Q3 2025.
  • 1,307 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.