CPA Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

CPA Asset 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	$318K	Sell	463 -415	-47%	-$277K	0.09%	82
2026 Q1	$525K	Sell	878 -589	-40%	-$368K	0.18%	57
2025 Q4	$920K	Sell	1,467 -500	-25%	-$311K	0.32%	41
2025 Q3	$1.2M	Buy	1,967 +156	+9%	+$92K	0.46%	35
2025 Q2	$1.03M	Hold	1,811	–	–	0.43%	37
2025 Q1	$931K	Sell	1,811 -200	-10%	-$108K	0.41%	41
2024 Q4	$1.08M	Sell	2,011 -23	-1%	-$12.5K	0.5%	38
2024 Q3	$1.07M	Sell	2,034 -41	-2%	-$20.8K	0.52%	39
2024 Q2	$1.04M	Hold	2,075	–	–	0.56%	38
2024 Q1	$998K	Sell	2,075 -482	-19%	-$221K	0.56%	36
2023 Q4	$1.12M	Buy	2,557 +729	+40%	+$298K	0.68%	29
2023 Q3	$718K	Hold	1,828	–	–	0.5%	36
2023 Q2	$745K	Buy	1,828 +1,276	+231%	+$492K	0.54%	34
2023 Q1	$208K	Buy	+552	New	+$202K	0.16%	68

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

CPA Asset Management's VOO Position: Q2 2026 in Review

CPA Asset Management reduced its Vanguard S&P 500 ETF (VOO) stake by 47% in Q2 2026, selling an estimated $277K and leaving 463 shares worth $318K. The position accounts for 0.09% of the portfolio, ranked #82.

CPA Asset Management first reported a position in VOO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.2M in Q3 2025. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

CPA Asset Management held 463 shares of Vanguard S&P 500 ETF worth $318K as of Q2 2026.
CPA Asset Management sold 415 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $277K.
Vanguard S&P 500 ETF made up 0.09% of CPA Asset Management's portfolio in Q2 2026, its #82 holding.
CPA Asset Management first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
CPA Asset Management's Vanguard S&P 500 ETF position peaked at $1.2M in Q3 2025.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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