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CV Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

CV 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 		$4.69M Buy
6,828
+1
+0% +$667 0.87% 14
2026
Q1 		$4.08M Hold
6,827
– – 1.11% 13
2025
Q4 		$4.28M Buy
6,827
+26
+0.4% +$16.2K 1.09% 13
2025
Q3 		$4.17M Buy
6,801
+38
+0.6% +$22.4K 1.15% 11
2025
Q2 		$3.84M Hold
6,763
– – 1.18% 11
2025
Q1 		$3.44M Buy
6,763
+71
+1% +$38.4K 1.21% 12
2024
Q4 		$3.61M Buy
+6,692
New +$3.62M 1.25% 10

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
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
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

CV Advisors's VOO Position: Q2 2026 in Review

CV Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.01% in Q2 2026, buying an estimated $667 and bringing the position to 6,828 shares worth $4.69M. The position accounts for 0.87% of the portfolio, ranked #14.

CV Advisors first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 1,123 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • CV Advisors held 6,828 shares of Vanguard S&P 500 ETF worth $4.69M as of Q2 2026.
  • CV Advisors bought 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
  • Vanguard S&P 500 ETF made up 0.87% of CV Advisors's portfolio in Q2 2026, its #14 holding.
  • CV Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.