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

CWS 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 		$26.1M Sell
37,948
-3,532
-9% -$2.35M 5.78% 3
2026
Q1 		$24.8M Sell
41,480
-2,713
-6% -$1.7M 6.35% 3
2025
Q4 		$27.7M Sell
44,193
-1,036
-2% -$644K 7.52% 2
2025
Q3 		$27.7M Sell
45,229
-572
-1% -$337K 7.69% 2
2025
Q2 		$26M Buy
45,801
+1,939
+4% +$1.02M 7.57% 2
2025
Q1 		$22.5M Buy
43,862
+1,257
+3% +$680K 7.12% 2
2024
Q4 		$23M Buy
42,605
+509
+1% +$276K 7.43% 2
2024
Q3 		$22.2M Buy
42,096
+75
+0.2% +$38.1K 7.87% 2
2024
Q2 		$21M Buy
42,021
+1,291
+3% +$621K 8.27% 2
2024
Q1 		$19.6M Buy
40,730
+1,209
+3% +$553K 8.02% 2
2023
Q4 		$17.3M Buy
39,521
+1,091
+3% +$447K 6.48% 2
2023
Q3 		$15.1M Buy
38,430
+2,781
+8% +$1.14M 6.05% 2
2023
Q2 		$14.5M Buy
35,649
+1,899
+6% +$733K 5.51% 2
2023
Q1 		$12.7M Buy
33,750
+6,730
+25% +$2.47M 5.05% 2
2022
Q4 		$9.84M Buy
27,020
+582
+2% +$206K 4.24% 3
2022
Q3 		$8.68M Sell
26,438
-382
-1% -$140K 4.15% 3
2022
Q2 		$9.3M Sell
26,820
-589
-2% -$222K 4.25% 3
2022
Q1 		$11.4M Sell
27,409
-121
-0.4% -$49.5K 4.3% 3
2021
Q4 		$12M Buy
+27,530
New +$11.6M 4.24% 3
2021
Q2 		$10.6M Sell
26,920
-100
-0.4% -$38.4K 4.22% 3
2021
Q1 		$9.84M Buy
27,020
+26,207
+3,223% +$9.29M 4.24% 3
2020
Q4 		$279K Buy
813
+85
+12% +$27.7K 0.16% 102
2020
Q3 		$224K Buy
+728
New +$222K 0.15% 115

Other funds holding VOO

AssetMark Inc
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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

CWS Financial Advisors's VOO Position: Q2 2026 in Review

CWS Financial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 8.5% in Q2 2026, selling an estimated $2.35M and leaving 37,948 shares worth $26.1M. The position accounts for 5.78% of the portfolio, ranked #3.

CWS Financial Advisors first reported a position in VOO in Q3 2020 and has held it in 23 quarters since. The position peaked at $27.7M in Q4 2025. 1,975 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • CWS Financial Advisors held 37,948 shares of Vanguard S&P 500 ETF worth $26.1M as of Q2 2026.
  • CWS Financial Advisors sold 3,532 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.35M.
  • Vanguard S&P 500 ETF made up 5.78% of CWS Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • CWS Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 23 quarters since.
  • CWS Financial Advisors's Vanguard S&P 500 ETF position peaked at $27.7M in Q4 2025.
  • 1,975 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.