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Fiduciary Alliance’s Vanguard S&P 500 ETF VOO Stock Holding History

Fiduciary Alliance’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 		$10.2M Buy
14,904
+102
+0.7% +$68K 0.69% 27
2026
Q1 		$9.52M Buy
14,802
+282
+2% +$176K 0.57% 48
2025
Q4 		$9.11M Buy
14,520
+1,718
+13% +$1.07M 0.6% 40
2025
Q3 		$7.84M Buy
12,802
+882
+7% +$520K 0.53% 44
2025
Q2 		$6.77M Buy
11,920
+10,061
+541% +$5.29M 0.51% 51
2025
Q1 		$955K Buy
1,859
+665
+56% +$359K 0.09% 171
2024
Q4 		$643K Buy
1,194
+704
+144% +$381K 0.07% 209
2024
Q3 		$258K Buy
490
+43
+10% +$21.9K 0.03% 215
2024
Q2 		$225K Buy
447
+2
+0.4% +$962 0.04% 192
2024
Q1 		$214K Buy
+445
New +$204K 0.04% 183
2023
Q3 		– Sell
-413
Closed -$168K – 926
2023
Q2 		$168K Buy
+413
New +$159K 0.04% 159
2023
Q1 		– Sell
-412
Closed -$145K – 847
2022
Q4 		$145K Buy
+412
New +$146K 0.04% 142

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
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Fiduciary Alliance's VOO Position: Q2 2026 in Review

Fiduciary Alliance increased its Vanguard S&P 500 ETF (VOO) stake by 0.69% in Q2 2026, buying an estimated $68K and bringing the position to 14,904 shares worth $10.2M. The position accounts for 0.69% of the portfolio, ranked #27.

Fiduciary Alliance first reported a position in VOO in Q4 2022 and has held it in 12 quarters since. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Fiduciary Alliance held 14,904 shares of Vanguard S&P 500 ETF worth $10.2M as of Q2 2026.
  • Fiduciary Alliance bought 102 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $68K.
  • Vanguard S&P 500 ETF made up 0.69% of Fiduciary Alliance's portfolio in Q2 2026, its #27 holding.
  • Fiduciary Alliance first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 12 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.