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

FORM 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 		$234K Sell
341
-85
-20% -$56.7K 0.03% 55
2026
Q1 		$255K Hold
426
– – 0.03% 53
2025
Q4 		$267K Buy
+426
New +$265K 0.03% 51
2025
Q2 		$232K Hold
409
– – 0.03% 60
2025
Q1 		$210K Buy
+409
New +$221K 0.03% 59

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
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
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
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

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

FORM Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 20% in Q2 2026, selling an estimated $56.7K and leaving 341 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #55.

FORM Wealth Advisors first reported a position in VOO in Q1 2025 and has held it in 5 quarters since. The position peaked at $267K in Q4 2025. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • FORM Wealth Advisors held 341 shares of Vanguard S&P 500 ETF worth $234K as of Q2 2026.
  • FORM Wealth Advisors sold 85 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $56.7K.
  • Vanguard S&P 500 ETF made up 0.03% of FORM Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • FORM Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
  • FORM Wealth Advisors's Vanguard S&P 500 ETF position peaked at $267K in Q4 2025.
  • 1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.