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

E&G 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 Q3	$3.33M	Buy	4,746 +30	+0.6%	+$21K	0.64%	30
2026 Q2	$3.24M	Sell	4,716 -20	-0.4%	-$13.3K	0.63%	31
2026 Q1	$2.83M	Sell	4,736 -16	-0.3%	-$10K	0.63%	30
2025 Q4	$2.98M	Hold	4,752	–	–	0.67%	30
2025 Q3	$2.91M	Hold	4,752	–	–	0.68%	28
2025 Q2	$2.7M	Hold	4,752	–	–	0.7%	26
2025 Q1	$2.44M	Hold	4,752	–	–	0.69%	27
2024 Q4	$2.56M	Hold	4,752	–	–	0.7%	27
2024 Q3	$2.51M	Buy	4,752 +581	+14%	+$295K	0.69%	28
2024 Q2	$2.09M	Hold	4,171	–	–	0.61%	30
2024 Q1	$2M	Buy	4,171 +58	+1%	+$26.5K	0.63%	30
2023 Q4	$1.8M	Hold	4,113	–	–	0.64%	32
2023 Q3	$1.62M	Hold	4,113	–	–	0.59%	37
2023 Q2	$1.68M	Hold	4,113	–	–	0.59%	37
2023 Q1	$1.55M	Hold	4,113	–	–	0.57%	37
2022 Q4	$1.45M	Hold	4,113	–	–	0.54%	45
2022 Q3	$1.35M	Buy	4,113 +113	+3%	+$41.3K	0.5%	42
2022 Q2	$1.39M	Hold	4,000	–	–	0.47%	46
2022 Q1	$1.66M	Hold	4,000	–	–	0.45%	45
2021 Q4	$1.75M	Hold	4,000	–	–	0.44%	51
2021 Q3	$1.58M	Buy	+4,000	New	+$1.62M	0.43%	52
2021 Q2	–	Sell	-4,000	Closed	-$1.54M	–	51
2021 Q1	$1.46M	Hold	4,000	–	–	0.43%	51
2020 Q4	$1.38M	Hold	4,000	–	–	0.43%	48
2020 Q3	$1.23M	Hold	4,000	–	–	0.42%	51
2020 Q2	$1.13M	Hold	4,000	–	–	0.44%	52
2020 Q1	$947K	Hold	4,000	–	–	0.47%	46
2019 Q4	$1.18M	Hold	4,000	–	–	0.44%	52
2019 Q3	$1.09M	Hold	4,000	–	–	0.44%	56
2019 Q2	$1.08M	Hold	4,000	–	–	0.46%	51
2019 Q1	$1.04M	Sell	4,000 -860	-18%	-$215K	0.46%	52
2018 Q4	$1.12M	Hold	4,860	–	–	0.51%	50
2018 Q3	$1.3M	Buy	+4,860	New	+$1.27M	0.49%	44

Other funds holding VOO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

E&G Advisors's VOO Position: Q3 2026 in Review

E&G Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.64% in Q3 2026, buying an estimated $21K and bringing the position to 4,746 shares worth $3.33M. The position accounts for 0.64% of the portfolio, ranked #30.

E&G Advisors first reported a position in VOO in Q3 2018 and has held it in 32 quarters since. 2,643 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

E&G Advisors held 4,746 shares of Vanguard S&P 500 ETF worth $3.33M as of Q3 2026.
E&G Advisors bought 30 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $21K.
Vanguard S&P 500 ETF made up 0.64% of E&G Advisors's portfolio in Q3 2026, its #30 holding.
E&G Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2018 and has held it in 32 quarters since.
2,643 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on E&G Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.