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Dynamic Advisor Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History

Dynamic Advisor Solutions’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 		$39.5M Buy
57,555
+5,429
+10% +$3.62M 1.12% 13
2026
Q1 		$31.1M Sell
52,126
-9,302
-15% -$5.82M 0.98% 18
2025
Q4 		$38.5M Buy
61,428
+32,826
+115% +$20.4M 1.24% 10
2025
Q3 		$17.5M Buy
28,602
+6,748
+31% +$3.98M 0.51% 43
2025
Q2 		$12.4M Sell
21,854
-4,549
-17% -$2.39M 0.38% 61
2025
Q1 		$13.6M Buy
+26,403
New +$14.3M 0.45% 56
2024
Q4 		– Sell
-32,063
Closed -$16.9M – 895
2024
Q3 		$16.9M Sell
32,063
-551
-2% -$280K 0.51% 46
2024
Q2 		$16.3M Sell
32,614
-1,956
-6% -$941K 0.51% 42
2024
Q1 		$16.6M Sell
34,570
-1,868
-5% -$855K 0.56% 34
2023
Q4 		$15.7M Buy
36,438
+9,684
+36% +$3.96M 0.58% 30
2023
Q3 		$10.5M Buy
26,754
+6,420
+32% +$2.63M 0.5% 40
2023
Q2 		$8.28M Buy
20,334
+8,910
+78% +$3.44M 0.43% 45
2023
Q1 		$4.3M Buy
11,424
+7,055
+161% +$2.59M 0.25% 113
2022
Q4 		$1.54M Sell
4,369
-776
-15% -$274K 0.1% 212
2022
Q3 		$1.69M Sell
5,145
-2,831
-35% -$1.03M 0.13% 178
2022
Q2 		$2.77M Sell
7,976
-750
-9% -$283K 0.21% 108
2022
Q1 		$3.62M Sell
8,726
-2
-0% -$819 0.25% 96
2021
Q4 		$3.81M Buy
8,728
+3,402
+64% +$1.44M 0.27% 83
2021
Q3 		$2.1M Buy
5,326
+544
+11% +$221K 0.16% 157
2021
Q2 		$1.88M Buy
4,782
+1,009
+27% +$387K 0.15% 170
2021
Q1 		$1.37M Sell
3,773
-6,723
-64% -$2.38M 0.13% 194
2020
Q4 		$3.61M Sell
10,496
-434
-4% -$141K 0.34% 81
2020
Q3 		$3.36M Sell
10,930
-160
-1% -$48.7K 0.38% 70
2020
Q2 		$3.14M Buy
11,090
+460
+4% +$124K 0.42% 58
2020
Q1 		$2.52M Sell
10,630
-1,161
-10% -$325K 0.46% 50
2019
Q4 		$3.49M Sell
11,791
-473
-4% -$134K 0.48% 48
2019
Q3 		$3.34M Sell
12,264
-329
-3% -$89.3K 0.52% 48
2019
Q2 		$3.39M Sell
12,593
-1,581
-11% -$418K 0.54% 44
2019
Q1 		$3.68M Buy
14,174
+148
+1% +$37K 0.69% 31
2018
Q4 		$3.43M Sell
14,026
-4,034
-22% -$999K 0.73% 29
2018
Q3 		$4.82M Buy
18,060
+3,018
+20% +$790K 1% 16
2018
Q2 		$3.75M Sell
15,042
-1,724
-10% -$428K 0.85% 27
2018
Q1 		$4.06M Sell
16,766
-284
-2% -$71.3K 1.04% 16
2017
Q4 		$4.18M Sell
17,050
-349
-2% -$83.4K 1.37% 10
2017
Q3 		$4.01M Buy
17,399
+696
+4% +$158K 1.59% 10
2017
Q2 		$3.71M Sell
16,703
-496
-3% -$109K 1.43% 15
2017
Q1 		$3.72M Buy
17,199
+1,358
+9% +$290K 1.45% 19
2016
Q4 		$3.25M Buy
15,841
+4,004
+34% +$803K 1.3% 21
2016
Q3 		$2.35M Buy
11,837
+221
+2% +$43.8K 0.89% 24
2016
Q2 		$2.23M Buy
11,616
+2,444
+27% +$465K 0.9% 26
2016
Q1 		$1.73M Sell
9,172
-94
-1% -$16.8K 0.73% 39
2015
Q4 		$1.73M Buy
9,266
+445
+5% +$83.8K 0.72% 41
2015
Q3 		$1.55M Buy
+8,821
New +$1.64M 0.78% 40
2015
Q2 		– Sell
-8,810
Closed -$1.67M – 199
2015
Q1 		$1.67M Buy
8,810
+306
+4% +$57.9K 0.84% 34
2014
Q4 		$1.6M Buy
8,504
+358
+4% +$66K 0.86% 34
2014
Q3 		$1.47M Buy
8,146
+381
+5% +$69.1K 0.8% 34
2014
Q2 		$1.39M Buy
7,765
+580
+8% +$101K 0.84% 31
2014
Q1 		$1.23M Buy
7,185
+635
+10% +$107K 0.84% 33
2013
Q4 		$1.11M Buy
+6,550
New +$1.06M 0.82% 33

Other funds holding VOO

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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Dynamic Advisor Solutions's VOO Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Vanguard S&P 500 ETF (VOO) stake by 10% in Q2 2026, buying an estimated $3.62M and bringing the position to 57,555 shares worth $39.5M. The position accounts for 1.12% of the portfolio, ranked #13.

Dynamic Advisor Solutions first reported a position in VOO in Q4 2013 and has held it in 49 quarters since. 754 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Dynamic Advisor Solutions held 57,555 shares of Vanguard S&P 500 ETF worth $39.5M as of Q2 2026.
  • Dynamic Advisor Solutions bought 5,429 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.62M.
  • Vanguard S&P 500 ETF made up 1.12% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #13 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard S&P 500 ETF in Q4 2013 and has held it in 49 quarters since.
  • 754 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.