Fortis Group Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Fortis Group 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	$405K	Hold	590	–	–	0.06%	197
2026 Q1	$375K	Sell	590 -1,512	-72%	-$946K	0.06%	206
2025 Q4	$1.34M	Sell	2,102 -5	-0.2%	-$3.11K	0.22%	121
2025 Q3	$1.32M	Buy	2,107 +326	+18%	+$192K	0.23%	101
2025 Q2	$1.03M	Buy	1,781 +1,560	+706%	+$820K	0.19%	109
2025 Q1	$114K	Sell	221 -679	-75%	-$367K	0.02%	194
2024 Q4	$485K	Sell	900 -78	-8%	-$42.2K	0.09%	135
2024 Q3	$516K	Sell	978 -8	-0.8%	-$4.07K	0.1%	121
2024 Q2	$493K	Buy	986 +765	+346%	+$368K	0.1%	119
2024 Q1	$106K	Sell	221 -221	-50%	-$101K	0.02%	203
2023 Q4	$193K	Buy	442 +221	+100%	+$90.5K	0.05%	126
2023 Q3	$86.8K	Buy	+221	New	+$90.4K	0.03%	128
2020 Q3	$276K	Buy	+900	New	+$274K	0.05%	156

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Fortis Group Advisors's VOO Position: Q2 2026 in Review

Fortis Group Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 590 shares worth $405K. The position accounts for 0.06% of the portfolio, ranked #197.

Fortis Group Advisors first reported a position in VOO in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.34M in Q4 2025. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Fortis Group Advisors held 590 shares of Vanguard S&P 500 ETF worth $405K as of Q2 2026.
Fortis Group Advisors left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.06% of Fortis Group Advisors's portfolio in Q2 2026, its #197 holding.
Fortis Group Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Vanguard S&P 500 ETF position peaked at $1.34M in Q4 2025.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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