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

Financial Synergies 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 		$6.07M Buy
8,831
+3,705
+72% +$2.47M 0.51% 30
2026
Q1 		$3.06M Buy
5,126
+382
+8% +$239K 0.29% 34
2025
Q4 		$2.97M Buy
4,744
+210
+5% +$131K 0.29% 32
2025
Q3 		$2.78M Buy
4,534
+90
+2% +$53K 0.28% 34
2025
Q2 		$2.52M Buy
4,444
+277
+7% +$146K 0.27% 34
2025
Q1 		$2.14M Buy
4,167
+50
+1% +$27K 0.26% 33
2024
Q4 		$2.22M Buy
4,117
+12
+0.3% +$6.5K 0.28% 32
2024
Q3 		$2.17M Buy
4,105
+29
+0.7% +$14.7K 0.27% 32
2024
Q2 		$2.04M Sell
4,076
-68
-2% -$32.7K 0.27% 31
2024
Q1 		$1.99M Buy
4,144
+656
+19% +$300K 0.26% 34
2023
Q4 		$1.23M Sell
3,488
-13
-0.4% -$5.32K 0.19% 37
2023
Q3 		$1.37M Sell
3,501
-351
-9% -$144K 0.2% 35
2023
Q2 		$1.57M Buy
3,852
+78
+2% +$30.1K 0.22% 34
2023
Q1 		$1.42M Buy
3,774
+286
+8% +$105K 0.21% 35
2022
Q4 		$1.23M Sell
3,488
-2,284
-40% -$807K 0.19% 37
2022
Q3 		$1.89M Buy
5,772
+2,505
+77% +$915K 0.33% 26
2022
Q2 		$1.13M Buy
3,267
+494
+18% +$186K 0.18% 37
2022
Q1 		$1.15M Buy
2,773
+177
+7% +$72.5K 0.18% 34
2021
Q4 		$1.13M Buy
2,596
+519
+25% +$219K 0.16% 36
2021
Q3 		$819K Buy
2,077
+57
+3% +$23.1K 0.11% 36
2021
Q2 		$795K Buy
2,020
+51
+3% +$19.6K 0.11% 36
2021
Q1 		$717K Hold
1,969
– – 0.1% 35
2020
Q4 		$677K Buy
1,969
+431
+28% +$141K 0.11% 35
2020
Q3 		$473K Sell
1,538
-19
-1% -$5.79K 0.12% 43
2020
Q2 		$441K Sell
1,557
-2,067
-57% -$556K 0.15% 36
2020
Q1 		$858K Buy
3,624
+853
+31% +$239K 0.49% 18
2019
Q4 		$820K Buy
+2,771
New +$784K 0.37% 18

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

Financial Synergies Wealth Advisors's VOO Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 72% in Q2 2026, buying an estimated $2.47M and bringing the position to 8,831 shares worth $6.07M. The position accounts for 0.51% of the portfolio, ranked #30.

Financial Synergies Wealth Advisors first reported a position in VOO in Q4 2019 and has held it in 27 quarters since. 1,442 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Financial Synergies Wealth Advisors held 8,831 shares of Vanguard S&P 500 ETF worth $6.07M as of Q2 2026.
  • Financial Synergies Wealth Advisors bought 3,705 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.47M.
  • Vanguard S&P 500 ETF made up 0.51% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Financial Synergies Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,442 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.