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Commonwealth Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Commonwealth Financial Services’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 		$413K Buy
601
+49
+9% +$32.7K 0.06% 170
2026
Q1 		$330K Buy
552
+86
+18% +$53.8K 0.05% 167
2025
Q4 		$292K Buy
466
+25
+6% +$15.5K 0.05% 168
2025
Q3 		$270K Buy
441
+88
+25% +$51.9K 0.05% 178
2025
Q2 		$201K Buy
+353
New +$186K 0.04% 206

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Commonwealth Financial Services's VOO Position: Q2 2026 in Review

Commonwealth Financial Services increased its Vanguard S&P 500 ETF (VOO) stake by 8.9% in Q2 2026, buying an estimated $32.7K and bringing the position to 601 shares worth $413K. The position accounts for 0.06% of the portfolio, ranked #170.

Commonwealth Financial Services first reported a position in VOO in Q2 2025 and has held it in 5 quarters since. 852 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Commonwealth Financial Services held 601 shares of Vanguard S&P 500 ETF worth $413K as of Q2 2026.
  • Commonwealth Financial Services bought 49 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $32.7K.
  • Vanguard S&P 500 ETF made up 0.06% of Commonwealth Financial Services's portfolio in Q2 2026, its #170 holding.
  • Commonwealth Financial Services first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 852 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.