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Eclectic Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Eclectic 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 		$6.93M Sell
10,092
-924
-8% -$616K 0.79% 30
2026
Q1 		$6.58M Buy
11,016
+808
+8% +$505K 0.87% 27
2025
Q4 		$6.4M Buy
10,208
+375
+4% +$233K 1% 24
2025
Q3 		$6.02M Sell
9,833
-9,120
-48% -$5.38M 1.11% 24
2025
Q2 		$10.8M Buy
18,953
+16,349
+628% +$8.59M 2.34% 8
2025
Q1 		$1.34M Buy
2,604
+7
+0.3% +$3.78K 0.36% 59
2024
Q4 		$1.4M Sell
2,597
-17
-0.7% -$9.21K 0.41% 53
2024
Q3 		$1.38M Buy
2,614
+928
+55% +$472K 0.54% 34
2024
Q2 		$843K Buy
1,686
+458
+37% +$220K 0.38% 43
2024
Q1 		$590K Sell
1,228
-512
-29% -$234K 0.27% 51
2023
Q4 		$760K Buy
1,740
+80
+5% +$32.8K 0.36% 44
2023
Q3 		$652K Buy
1,660
+31
+2% +$12.7K 0.33% 45
2023
Q2 		$664K Buy
1,629
+79
+5% +$30.5K 0.33% 43
2023
Q1 		$583K Buy
1,550
+730
+89% +$268K 0.3% 45
2022
Q4 		$288K Sell
820
-48
-6% -$17K 0.14% 63
2022
Q3 		$285K Buy
868
+226
+35% +$82.5K 0.19% 53
2022
Q2 		$223K Buy
642
+93
+17% +$35K 0.15% 64
2022
Q1 		$228K Sell
549
-184
-25% -$75.3K 0.15% 67
2021
Q4 		$320K Buy
+733
New +$309K 0.2% 59

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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Eclectic Associates's VOO Position: Q2 2026 in Review

Eclectic Associates reduced its Vanguard S&P 500 ETF (VOO) stake by 8.4% in Q2 2026, selling an estimated $616K and leaving 10,092 shares worth $6.93M. The position accounts for 0.79% of the portfolio, ranked #30.

Eclectic Associates first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.8M in Q2 2025. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Eclectic Associates held 10,092 shares of Vanguard S&P 500 ETF worth $6.93M as of Q2 2026.
  • Eclectic Associates sold 924 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $616K.
  • Vanguard S&P 500 ETF made up 0.79% of Eclectic Associates's portfolio in Q2 2026, its #30 holding.
  • Eclectic Associates first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • Eclectic Associates's Vanguard S&P 500 ETF position peaked at $10.8M in Q2 2025.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.