Contravisory Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Contravisory Investment Management’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	$41.9K	Hold	61	–	–	0.01%	274
2026 Q1	$36.5K	Hold	61	–	–	0.01%	270
2025 Q4	$38.3K	Buy	61 +8	+15%	+$4.97K	0.01%	275
2025 Q3	$32.5K	Buy	53 +14	+36%	+$8.25K	0.01%	285
2025 Q2	$22.2K	Buy	39 +10	+34%	+$5.26K	﹤0.01%	300
2025 Q1	$14.9K	Hold	29	–	–	﹤0.01%	326
2024 Q4	$15.6K	Buy	29 +3	+12%	+$1.63K	﹤0.01%	312
2024 Q3	$13.7K	Buy	26 +18	+225%	+$9.15K	﹤0.01%	305
2024 Q2	$4K	Hold	8	–	–	﹤0.01%	321
2024 Q1	$3.85K	Hold	8	–	–	﹤0.01%	324
2023 Q4	$3.49K	Hold	8	–	–	﹤0.01%	339
2023 Q3	$3.14K	Buy	+8	New	+$3.27K	﹤0.01%	294
2023 Q1	–	Sell	-8,106	Closed	-$2.85M	–	362
2022 Q4	$2.85M	Hold	8,106	–	–	0.79%	40
2022 Q3	$2.66M	Hold	8,106	–	–	0.89%	40
2022 Q2	$2.81M	Buy	8,106 +525	+7%	+$198K	0.91%	40
2022 Q1	$3.15M	Buy	7,581 +193	+3%	+$79K	0.89%	40
2021 Q4	$3.23M	Hold	7,388	–	–	0.87%	40
2021 Q3	$2.91M	Hold	7,388	–	–	0.89%	40
2021 Q2	$2.91M	Hold	7,388	–	–	0.86%	40
2021 Q1	$2.69M	Hold	7,388	–	–	0.84%	40
2020 Q4	$2.54M	Hold	7,388	–	–	0.79%	40
2020 Q3	$2.27M	Buy	7,388 +175	+2%	+$53.3K	0.77%	40
2020 Q2	$2.08M	Buy	7,213 +665	+10%	+$179K	0.76%	41
2020 Q1	$1.55M	Buy	6,548 +245	+4%	+$68.6K	0.69%	43
2019 Q4	$1.86M	Buy	6,303 +641	+11%	+$181K	0.68%	42
2019 Q3	$1.54M	Sell	5,662 -41	-0.7%	-$11.1K	0.59%	42
2019 Q2	$1.53M	Buy	5,703 +371	+7%	+$98.2K	0.59%	42
2019 Q1	$1.38M	Hold	5,332	–	–	0.54%	44
2018 Q4	$1.23M	Buy	5,332 +545	+11%	+$135K	0.53%	45
2018 Q3	$1.28M	Buy	4,787 +189	+4%	+$49.5K	0.46%	44
2018 Q2	$1.15M	Buy	4,598 +880	+24%	+$218K	0.42%	45
2018 Q1	$900K	Hold	3,718	–	–	0.33%	45
2017 Q4	$912K	Buy	3,718 +296	+9%	+$70.7K	0.33%	45
2017 Q3	$790K	Buy	3,422 +667	+24%	+$151K	0.28%	46
2017 Q2	$612K	Buy	2,755 +530	+24%	+$117K	0.22%	47
2017 Q1	$481K	Buy	+2,225	New	+$475K	0.17%	47

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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 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

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

Contravisory Investment Management's VOO Position: Q2 2026 in Review

Contravisory Investment Management held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 61 shares worth $41.9K. The position accounts for 0.01% of the portfolio, ranked #274.

Contravisory Investment Management first reported a position in VOO in Q1 2017 and has held it in 36 quarters since. The position peaked at $3.23M in Q4 2021. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Contravisory Investment Management held 61 shares of Vanguard S&P 500 ETF worth $41.9K as of Q2 2026.
Contravisory Investment Management left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.01% of Contravisory Investment Management's portfolio in Q2 2026, its #274 holding.
Contravisory Investment Management first reported a position in Vanguard S&P 500 ETF in Q1 2017 and has held it in 36 quarters since.
Contravisory Investment Management's Vanguard S&P 500 ETF position peaked at $3.23M in Q4 2021.
799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.