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

Emergent Wealth 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	$363K	Hold	528	–	–	0.19%	89
2026 Q1	$316K	Hold	528	–	–	0.19%	94
2025 Q4	$331K	Hold	528	–	–	0.19%	95
2025 Q3	$323K	Hold	528	–	–	0.19%	87
2025 Q2	$300K	Hold	528	–	–	0.19%	84
2025 Q1	$271K	Buy	528 +5	+1%	+$2.7K	0.2%	87
2024 Q4	$282K	Sell	523 -4	-0.8%	-$2.17K	0.2%	86
2024 Q3	$278K	Buy	527 +6	+1%	+$3.05K	0.21%	84
2024 Q2	$261K	Buy	521 +14	+3%	+$6.74K	0.21%	86
2024 Q1	$244K	Hold	507	–	–	0.21%	88
2023 Q4	$221K	Buy	+507	New	+$208K	0.21%	97

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Emergent Wealth Advisors's VOO Position: Q2 2026 in Review

Emergent Wealth Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 528 shares worth $363K. The position accounts for 0.19% of the portfolio, ranked #89.

Emergent Wealth Advisors first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Emergent Wealth Advisors held 528 shares of Vanguard S&P 500 ETF worth $363K as of Q2 2026.
Emergent Wealth Advisors left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.19% of Emergent Wealth Advisors's portfolio in Q2 2026, its #89 holding.
Emergent Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.