Colton Groome Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Colton Groome Financial 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	$580K	Sell	844 -4	-0.5%	-$2.67K	0.14%	89
2026 Q1	$507K	Sell	848 -148	-15%	-$92.6K	0.14%	83
2025 Q4	$625K	Buy	996 +5	+0.5%	+$3.11K	0.18%	75
2025 Q3	$607K	Sell	991 -15	-1%	-$8.84K	0.19%	74
2025 Q2	$571K	Hold	1,006	–	–	0.19%	75
2025 Q1	$513K	Buy	1,006 +130	+15%	+$70.3K	0.2%	66
2024 Q4	$472K	Sell	876 -217	-20%	-$118K	0.18%	72
2024 Q3	$577K	Sell	1,093 -2	-0.2%	-$1.02K	0.22%	68
2024 Q2	$548K	Sell	1,095 -64	-6%	-$30.8K	0.22%	65
2024 Q1	$557K	Buy	1,159 +4	+0.3%	+$1.83K	0.22%	67
2023 Q4	$504K	Buy	+1,155	New	+$473K	0.22%	69

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

Colton Groome Financial Advisors's VOO Position: Q2 2026 in Review

Colton Groome Financial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.47% in Q2 2026, selling an estimated $2.67K and leaving 844 shares worth $580K. The position accounts for 0.14% of the portfolio, ranked #89.

Colton Groome Financial Advisors first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $625K in Q4 2025. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Colton Groome Financial Advisors held 844 shares of Vanguard S&P 500 ETF worth $580K as of Q2 2026.
Colton Groome Financial Advisors sold 4 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.67K.
Vanguard S&P 500 ETF made up 0.14% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #89 holding.
Colton Groome Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Colton Groome Financial Advisors's Vanguard S&P 500 ETF position peaked at $625K in Q4 2025.
3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.