FFWA
VOO icon

Forthright Family Wealth Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Forthright Family Wealth Advisory’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 		$1.45M Sell
2,111
-3,302
-61% -$2.2M 0.82% 25
2026
Q1 		$2.6M Buy
5,413
+2,988
+123% +$1.87M 1.75% 16
2025
Q4 		$1.52M Buy
2,425
+121
+5% +$75.2K 0.96% 24
2025
Q3 		$1.41M Sell
2,304
-91
-4% -$53.6K 0.87% 25
2025
Q2 		$1.36M Sell
2,395
-1,219
-34% -$641K 0.86% 24
2025
Q1 		$1.86M Sell
3,614
-544
-13% -$294K 1.23% 19
2024
Q4 		$2.24M Sell
4,158
-688
-14% -$373K 1.46% 19
2024
Q3 		$2.71M Sell
4,846
-470
-9% -$239K 1.74% 15
2024
Q2 		$2.66M Sell
5,316
-97
-2% -$46.7K 1.71% 15
2024
Q1 		$2.6M Buy
5,413
+529
+11% +$242K 1.75% 16
2023
Q4 		$2.13M Buy
+4,884
New +$2M 1.67% 18

Other funds holding VOO

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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Forthright Family Wealth Advisory's VOO Position: Q2 2026 in Review

Forthright Family Wealth Advisory reduced its Vanguard S&P 500 ETF (VOO) stake by 61% in Q2 2026, selling an estimated $2.2M and leaving 2,111 shares worth $1.45M. The position accounts for 0.82% of the portfolio, ranked #25.

Forthright Family Wealth Advisory first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.71M in Q3 2024. 745 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Forthright Family Wealth Advisory held 2,111 shares of Vanguard S&P 500 ETF worth $1.45M as of Q2 2026.
  • Forthright Family Wealth Advisory sold 3,302 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.2M.
  • Vanguard S&P 500 ETF made up 0.82% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #25 holding.
  • Forthright Family Wealth Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Forthright Family Wealth Advisory's Vanguard S&P 500 ETF position peaked at $2.71M in Q3 2024.
  • 745 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.