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

Evernest Financial 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	$10.8M	Sell	15,681 -48	-0.3%	-$32K	2.25%	14
2026 Q1	$10.3M	Sell	15,729 -7	-0%	-$4.38K	2.15%	14
2025 Q4	$10M	Sell	15,736 -483	-3%	-$300K	2.11%	14
2025 Q3	$9.93M	Buy	16,219 +6,208	+62%	+$3.66M	2.78%	8
2025 Q2	$5.69M	Sell	10,011 -431	-4%	-$227K	1.84%	14
2025 Q1	$5.37M	Sell	10,442 -18,118	-63%	-$9.79M	1.93%	13
2024 Q4	$15.4M	Sell	28,560 -583	-2%	-$316K	3.99%	7
2024 Q3	$15.4M	Buy	29,143 +18,523	+174%	+$9.42M	4.15%	7
2024 Q2	$5.31M	Buy	10,620 +12	+0.1%	+$5.77K	2.38%	10
2024 Q1	$4.83M	Sell	10,608 -997	-9%	-$456K	2.29%	10
2023 Q4	$5.07M	Buy	+11,605	New	+$4.75M	2.57%	10
2021 Q4	$5.06M	Buy	+10,981	New	+$4.64M	2.62%	10

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Evernest Financial Advisors's VOO Position: Q2 2026 in Review

Evernest Financial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.31% in Q2 2026, selling an estimated $32K and leaving 15,681 shares worth $10.8M. The position accounts for 2.25% of the portfolio, ranked #14.

Evernest Financial Advisors first reported a position in VOO in Q4 2021 and has held it in 12 quarters since. The position peaked at $15.4M in Q4 2024. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Evernest Financial Advisors held 15,681 shares of Vanguard S&P 500 ETF worth $10.8M as of Q2 2026.
Evernest Financial Advisors sold 48 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $32K.
Vanguard S&P 500 ETF made up 2.25% of Evernest Financial Advisors's portfolio in Q2 2026, its #14 holding.
Evernest Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's Vanguard S&P 500 ETF position peaked at $15.4M in Q4 2024.
3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.