EA
VOO icon

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

Ellsworth 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 		$677K Buy
975
+136
+16% +$90.7K 0.11% 138
2026
Q1 		$501K Sell
839
-7
-0.8% -$4.38K 0.09% 136
2025
Q4 		$538K Buy
846
+52
+7% +$32.3K 0.11% 137
2025
Q3 		$486K Buy
+794
New +$468K 0.1% 139

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
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Ellsworth Advisors's VOO Position: Q2 2026 in Review

Ellsworth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 16% in Q2 2026, buying an estimated $90.7K and bringing the position to 975 shares worth $677K. The position accounts for 0.11% of the portfolio, ranked #138.

Ellsworth Advisors first reported a position in VOO in Q3 2025 and has held it in 4 quarters since. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Ellsworth Advisors held 975 shares of Vanguard S&P 500 ETF worth $677K as of Q2 2026.
  • Ellsworth Advisors bought 136 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $90.7K.
  • Vanguard S&P 500 ETF made up 0.11% of Ellsworth Advisors's portfolio in Q2 2026, its #138 holding.
  • Ellsworth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Ellsworth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.