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Helen Stephens Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Helen Stephens Group’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 		$2.36M Sell
3,436
-25
-0.7% -$16.7K 0.4% 30
2026
Q1 		$2.07M Buy
3,461
+84
+2% +$52.5K 0.41% 30
2025
Q4 		$2.12M Buy
3,377
+19
+0.6% +$11.8K 0.44% 30
2025
Q3 		$2.06M Buy
3,358
+21
+0.6% +$12.4K 0.46% 31
2025
Q2 		$1.9M Hold
3,337
– – 0.47% 32
2025
Q1 		$1.71M Buy
3,337
+12
+0.4% +$6.49K 0.49% 28
2024
Q4 		$1.79M Sell
3,325
-123
-4% -$66.6K 0.53% 28
2024
Q3 		$1.82M Buy
3,448
+105
+3% +$53.4K 0.55% 27
2024
Q2 		$1.67M Buy
3,343
+2,095
+168% +$1.01M 0.58% 27
2024
Q1 		$600K Buy
1,248
+140
+13% +$64.1K 0.23% 44
2023
Q4 		$484K Buy
1,108
+7
+0.6% +$2.87K 0.22% 46
2023
Q3 		$433K Buy
1,101
+2
+0.2% +$818 0.22% 46
2023
Q2 		$448K Hold
1,099
– – 0.23% 47
2023
Q1 		$413K Buy
1,099
+2
+0.2% +$733 0.21% 51
2022
Q4 		$385K Sell
1,097
-9
-0.8% -$3.18K 0.23% 53
2022
Q3 		$363K Buy
1,106
+3
+0.3% +$1.1K 0.25% 48
2022
Q2 		$383K Sell
1,103
-77
-7% -$29K 0.27% 42
2022
Q1 		$490K Buy
1,180
+118
+11% +$48.3K 0.34% 34
2021
Q4 		$464K Buy
+1,062
New +$448K 0.37% 31

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

Helen Stephens Group's VOO Position: Q2 2026 in Review

Helen Stephens Group reduced its Vanguard S&P 500 ETF (VOO) stake by 0.72% in Q2 2026, selling an estimated $16.7K and leaving 3,436 shares worth $2.36M. The position accounts for 0.4% of the portfolio, ranked #30.

Helen Stephens Group first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Helen Stephens Group held 3,436 shares of Vanguard S&P 500 ETF worth $2.36M as of Q2 2026.
  • Helen Stephens Group sold 25 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $16.7K.
  • Vanguard S&P 500 ETF made up 0.4% of Helen Stephens Group's portfolio in Q2 2026, its #30 holding.
  • Helen Stephens Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.