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

EverSource 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 		$31.4M Sell
45,760
-2,890
-6% -$1.93M 1.06% 17
2026
Q1 		$29.1M Buy
48,650
+1,125
+2% +$704K 0.89% 20
2025
Q4 		$29.8M Sell
47,525
-859
-2% -$534K 1.1% 20
2025
Q3 		$29.6M Sell
48,384
-208
-0.4% -$123K 1.17% 16
2025
Q2 		$27.6M Sell
48,592
-1,419
-3% -$746K 1.25% 11
2025
Q1 		$25.7M Sell
50,011
-6,529
-12% -$3.53M 1.41% 9
2024
Q4 		$30.5M Buy
56,540
+13,320
+31% +$7.21M 1.71% 6
2024
Q3 		$22.8M Buy
43,220
+1,691
+4% +$860K 1.44% 9
2024
Q2 		$21M Buy
41,529
+4,449
+12% +$2.14M 1.4% 9
2024
Q1 		$17.1M Buy
37,080
+685
+2% +$314K 1.35% 11
2023
Q4 		$15.9M Buy
36,395
+220
+0.6% +$90.1K 1.46% 11
2023
Q3 		$14.2M Sell
36,175
-55
-0.2% -$22.5K 1.51% 11
2023
Q2 		$14.8M Sell
36,230
-340
-0.9% -$131K 1.63% 9
2023
Q1 		$13.8M Buy
36,570
+1,283
+4% +$471K 1.71% 9
2022
Q4 		$12.4M Buy
35,287
+697
+2% +$246K 1.88% 9
2022
Q3 		$11.4M Sell
34,590
-207
-0.6% -$75.6K 2.6% 5
2022
Q2 		$12.1M Sell
34,797
-1,769
-5% -$666K 3.11% 5
2022
Q1 		$15.2M Buy
36,566
+4,414
+14% +$1.81M 3.85% 2
2021
Q4 		$14M Buy
+32,152
New +$13.6M 3.93% 4

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 5.9% in Q2 2026, selling an estimated $1.93M and leaving 45,760 shares worth $31.4M. The position accounts for 1.06% of the portfolio, ranked #17.

EverSource Wealth Advisors first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 2,194 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • EverSource Wealth Advisors held 45,760 shares of Vanguard S&P 500 ETF worth $31.4M as of Q2 2026.
  • EverSource Wealth Advisors sold 2,890 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.93M.
  • Vanguard S&P 500 ETF made up 1.06% of EverSource Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,194 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.