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

Fortune Financial 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 		$1.36M Buy
1,981
+19
+1% +$12.7K 0.58% 50
2026
Q1 		$1.17M Sell
1,962
-252
-11% -$158K 0.6% 47
2025
Q4 		$1.39M Buy
2,214
+115
+5% +$71.5K 0.94% 31
2025
Q3 		$1.29M Buy
2,099
+167
+9% +$98.4K 0.97% 34
2025
Q2 		$1.1M Sell
1,932
-63
-3% -$33.1K 0.88% 35
2025
Q1 		$1.03M Buy
1,995
+1,092
+121% +$590K 0.88% 37
2024
Q4 		$487K Buy
+903
New +$489K 0.44% 58

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Fortune Financial Advisors's VOO Position: Q2 2026 in Review

Fortune Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.97% in Q2 2026, buying an estimated $12.7K and bringing the position to 1,981 shares worth $1.36M. The position accounts for 0.58% of the portfolio, ranked #50.

Fortune Financial Advisors first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q4 2025. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Fortune Financial Advisors held 1,981 shares of Vanguard S&P 500 ETF worth $1.36M as of Q2 2026.
  • Fortune Financial Advisors bought 19 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $12.7K.
  • Vanguard S&P 500 ETF made up 0.58% of Fortune Financial Advisors's portfolio in Q2 2026, its #50 holding.
  • Fortune Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Fortune Financial Advisors's Vanguard S&P 500 ETF position peaked at $1.39M in Q4 2025.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.