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

Everpar 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 		$212K Buy
+308
New +$205K 0.06% 292
2026
Q1 		– Sell
-360
Closed -$226K – 305
2025
Q4 		$226K Buy
360
+8
+2% +$4.97K 0.08% 250
2025
Q3 		$215K Buy
+352
New +$207K 0.09% 262
2024
Q1 		– Sell
-488
Closed -$213K – 285
2023
Q4 		$213K Buy
+488
New +$200K 0.1% 263

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
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Everpar Advisors's VOO Position: Q2 2026 in Review

Everpar Advisors opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 308 shares worth $212K. The stake represents 0.06% of the portfolio and ranks #292 among its holdings. This is a return to the name: Everpar Advisors previously reported a position in VOO as recently as Q4 2025.

Everpar Advisors first reported a position in VOO in Q4 2023 and has held it in 4 quarters since. The position peaked at $226K in Q4 2025. 1,442 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Everpar Advisors held 308 shares of Vanguard S&P 500 ETF worth $212K as of Q2 2026.
  • Vanguard S&P 500 ETF was a new Everpar Advisors position in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.06% of Everpar Advisors's portfolio in Q2 2026, its #292 holding.
  • Everpar Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 4 quarters since.
  • Everpar Advisors's Vanguard S&P 500 ETF position peaked at $226K in Q4 2025.
  • 1,442 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.