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D'Orazio & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

D'Orazio & Associates’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 		$8.52M Sell
12,408
-362
-3% -$241K 0.99% 21
2026
Q1 		$7.63M Buy
12,770
+429
+3% +$268K 0.99% 21
2025
Q4 		$7.74M Buy
12,341
+76
+0.6% +$47.2K 0.99% 21
2025
Q3 		$7.51M Buy
12,265
+3
+0% +$1.77K 0.99% 21
2025
Q2 		$6.97M Sell
12,262
-23
-0.2% -$12.1K 0.98% 17
2025
Q1 		$6.31M Buy
12,285
+10
+0.1% +$5.41K 0.96% 17
2024
Q4 		$6.61M Buy
12,275
+16
+0.1% +$8.67K 0.97% 17
2024
Q3 		$6.47M Buy
12,259
+125
+1% +$63.5K 0.92% 17
2024
Q2 		$6.07M Buy
12,134
+30
+0.2% +$14.4K 0.93% 18
2024
Q1 		$5.82M Hold
12,104
– – 0.94% 17
2023
Q4 		$5.29M Hold
12,104
– – 0.95% 19
2023
Q3 		$4.75M Buy
12,104
+935
+8% +$382K 1.07% 18
2023
Q2 		$4.55M Buy
11,169
+77
+0.7% +$29.7K 1.06% 16
2023
Q1 		$4.17M Buy
11,092
+148
+1% +$54.3K 1.08% 15
2022
Q4 		$3.85M Hold
10,944
– – 0.91% 18
2022
Q3 		$3.59M Buy
10,944
+34
+0.3% +$12.4K 1.05% 14
2022
Q2 		$3.78M Sell
10,910
-90
-0.8% -$33.9K 1.01% 14
2022
Q1 		$4.57M Hold
11,000
– – 1.1% 13
2021
Q4 		$4.8M Hold
11,000
– – 1.11% 14
2021
Q3 		$4.34M Hold
11,000
– – 1.06% 14
2021
Q2 		$4.33M Buy
11,000
+90
+0.8% +$34.5K 1.12% 12
2021
Q1 		$3.98M Hold
10,910
– – 1.11% 12
2020
Q4 		$3.75M Hold
10,910
– – 1.21% 12
2020
Q3 		$3.36M Buy
10,910
+325
+3% +$99K 1.36% 7
2020
Q2 		$3M Buy
10,585
+8,810
+496% +$2.37M 1.3% 7
2020
Q1 		$420K Hold
1,775
– – 0.21% 31
2019
Q4 		$525K Hold
1,775
– – 0.16% 35
2019
Q3 		$484K Hold
1,775
– – 0.16% 35
2019
Q2 		$478K Hold
1,775
– – 0.14% 35
2019
Q1 		$461K Hold
1,775
– – 0.14% 36
2018
Q4 		$408K Buy
1,775
+350
+25% +$86.7K 0.13% 29
2018
Q3 		$381K Hold
1,425
– – 0.14% 37
2018
Q2 		$356K Hold
1,425
– – 0.14% 36
2018
Q1 		$345K Buy
1,425
+925
+185% +$232K 0.13% 33
2017
Q4 		$123K Buy
+500
New +$120K 0.04% 76
2017
Q3 		– Sell
-500
Closed -$111K – 335
2017
Q2 		$111K Buy
+500
New +$110K 0.04% 76
2015
Q4 		– Sell
-1,123
Closed -$213K – 315
2015
Q3 		$213K Buy
1,123
+6
+0.5% +$1.12K 0.11% 34
2015
Q2 		$211K Buy
1,117
+5
+0.4% +$964 0.14% 36
2015
Q1 		$210K Buy
1,112
+6
+0.5% +$1.14K 0.17% 38
2014
Q4 		$208K Buy
1,106
+6
+0.5% +$1.11K 0.14% 35
2014
Q3 		$199K Buy
1,100
+5
+0.5% +$906 0.15% 37
2014
Q2 		$196K Buy
1,095
+5
+0.5% +$871 0.15% 34
2014
Q1 		$187K Buy
1,090
+11
+1% +$1.85K 0.15% 32
2013
Q4 		$183K Buy
+1,079
New +$175K 0.16% 29

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
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
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

D'Orazio & Associates's VOO Position: Q2 2026 in Review

D'Orazio & Associates reduced its Vanguard S&P 500 ETF (VOO) stake by 2.8% in Q2 2026, selling an estimated $241K and leaving 12,408 shares worth $8.52M. The position accounts for 0.99% of the portfolio, ranked #21.

D'Orazio & Associates first reported a position in VOO in Q4 2013 and has held it in 44 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • D'Orazio & Associates held 12,408 shares of Vanguard S&P 500 ETF worth $8.52M as of Q2 2026.
  • D'Orazio & Associates sold 362 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $241K.
  • Vanguard S&P 500 ETF made up 0.99% of D'Orazio & Associates's portfolio in Q2 2026, its #21 holding.
  • D'Orazio & Associates first reported a position in Vanguard S&P 500 ETF in Q4 2013 and has held it in 44 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.