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Everhart Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Everhart Financial Group’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 		$9M Buy
13,099
+3,074
+31% +$2.05M 0.58% 27
2026
Q1 		$5.99M Buy
10,025
+1,212
+14% +$758K 0.51% 28
2025
Q4 		$5.53M Buy
8,813
+912
+12% +$567K 0.51% 26
2025
Q3 		$4.84M Buy
7,901
+1,144
+17% +$674K 0.48% 26
2025
Q2 		$3.84M Buy
6,757
+1,594
+31% +$838K 0.44% 32
2025
Q1 		$2.65M Buy
5,163
+1,155
+29% +$624K 0.36% 40
2024
Q4 		$2.16M Buy
4,008
+28
+0.7% +$15.2K 0.44% 41
2024
Q3 		$2.1M Buy
3,980
+33
+0.8% +$16.8K 0.47% 40
2024
Q2 		$1.97M Sell
3,947
-268
-6% -$129K 0.51% 35
2024
Q1 		$2.03M Buy
4,215
+603
+17% +$276K 0.59% 32
2023
Q4 		$1.58M Sell
3,612
-111
-3% -$45.4K 0.56% 38
2023
Q3 		$1.46M Buy
3,723
+275
+8% +$112K 0.62% 35
2023
Q2 		$1.4M Buy
3,448
+11
+0.3% +$4.24K 0.58% 37
2023
Q1 		$1.29M Buy
3,437
+27
+0.8% +$9.9K 0.58% 35
2022
Q4 		$1.2M Sell
3,410
-67
-2% -$23.7K 0.6% 35
2022
Q3 		$1.14M Buy
3,477
+210
+6% +$76.7K 0.63% 30
2022
Q2 		$1.13M Buy
3,267
+28
+0.9% +$10.5K 0.69% 32
2022
Q1 		$1.34M Sell
3,239
-45
-1% -$18.4K 0.78% 31
2021
Q4 		$1.43M Buy
3,284
+33
+1% +$13.9K 0.87% 28
2021
Q3 		$1.28M Sell
3,251
-206
-6% -$83.6K 0.88% 28
2021
Q2 		$1.36M Buy
3,457
+66
+2% +$25.3K 0.94% 31
2021
Q1 		$1.24M Buy
3,391
+496
+17% +$176K 1.08% 26
2020
Q4 		$995K Buy
+2,895
New +$944K 0.92% 29

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

Everhart Financial Group's VOO Position: Q2 2026 in Review

Everhart Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 31% in Q2 2026, buying an estimated $2.05M and bringing the position to 13,099 shares worth $9M. The position accounts for 0.58% of the portfolio, ranked #27.

Everhart Financial Group first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Everhart Financial Group held 13,099 shares of Vanguard S&P 500 ETF worth $9M as of Q2 2026.
  • Everhart Financial Group bought 3,074 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.05M.
  • Vanguard S&P 500 ETF made up 0.58% of Everhart Financial Group's portfolio in Q2 2026, its #27 holding.
  • Everhart Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.