FVWA
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Foster Victor Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Foster Victor 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 		$3.57M Buy
5,160
+2,063
+67% +$1.38M 0.19% 113
2026
Q1 		$1.98M Sell
3,097
-10,213
-77% -$6.39M 0.11% 113
2025
Q4 		$8.47M Buy
13,310
+10,957
+466% +$6.81M 0.49% 81
2025
Q3 		$1.45M Buy
2,353
+853
+57% +$503K 0.09% 113
2025
Q2 		$861K Buy
1,500
+283
+23% +$149K 0.06% 120
2025
Q1 		$597K Sell
1,217
-111
-8% -$60K 0.05% 123
2024
Q4 		$730K Buy
1,328
+447
+51% +$242K 0.06% 118
2024
Q3 		$467K Buy
881
+57
+7% +$29K 0.04% 134
2024
Q2 		$427K Buy
824
+205
+33% +$98.6K 0.04% 136
2024
Q1 		$294K Buy
+619
New +$283K 0.03% 142
2023
Q4 		– Sell
-561
Closed -$222K – 177
2023
Q3 		$222K Buy
+561
New +$229K 0.03% 144

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

Foster Victor Wealth Advisors's VOO Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 67% in Q2 2026, buying an estimated $1.38M and bringing the position to 5,160 shares worth $3.57M. The position accounts for 0.19% of the portfolio, ranked #113.

Foster Victor Wealth Advisors first reported a position in VOO in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.47M in Q4 2025. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Foster Victor Wealth Advisors held 5,160 shares of Vanguard S&P 500 ETF worth $3.57M as of Q2 2026.
  • Foster Victor Wealth Advisors bought 2,063 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.38M.
  • Vanguard S&P 500 ETF made up 0.19% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • Foster Victor Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
  • Foster Victor Wealth Advisors's Vanguard S&P 500 ETF position peaked at $8.47M in Q4 2025.
  • 1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.