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Insight Wealth Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

Insight Wealth Strategies’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 		$772K Sell
1,126
-11
-1% -$7.33K 0.08% 108
2026
Q1 		$679K Buy
1,137
+8
+0.7% +$5K 0.08% 118
2025
Q4 		$708K Buy
1,129
+20
+2% +$12.4K 0.08% 117
2025
Q3 		$679K Buy
1,109
+32
+3% +$18.9K 0.08% 116
2025
Q2 		$611K Sell
1,077
-40
-4% -$21K 0.08% 115
2025
Q1 		$574K Buy
1,117
+5
+0.4% +$2.7K 0.08% 119
2024
Q4 		$599K Sell
1,112
-1,292
-54% -$700K 0.08% 115
2024
Q3 		$1.27M Sell
2,404
-125
-5% -$63.5K 0.17% 110
2024
Q2 		$1.26M Buy
2,529
+172
+7% +$82.8K 0.18% 113
2024
Q1 		$1.13M Buy
2,357
+1,156
+96% +$529K 0.17% 117
2023
Q4 		$525K Buy
1,201
+14
+1% +$5.73K 0.08% 125
2023
Q3 		$466K Buy
1,187
+67
+6% +$27.4K 0.09% 118
2023
Q2 		$456K Sell
1,120
-17
-1% -$6.56K 0.09% 112
2023
Q1 		$428K Buy
1,137
+23
+2% +$8.44K 0.08% 113
2022
Q4 		$391K Buy
1,114
+108
+11% +$38.2K 0.08% 114
2022
Q3 		$349K Hold
1,006
– – 0.06% 121
2022
Q2 		$349K Hold
1,006
– – 0.06% 121
2022
Q1 		$417K Buy
1,006
+4
+0.4% +$1.64K 0.06% 127
2021
Q4 		$438K Buy
1,002
+7
+0.7% +$2.96K 0.06% 123
2021
Q3 		$393K Buy
995
+3
+0.3% +$1.22K 0.06% 151
2021
Q2 		$390K Sell
992
-46
-4% -$17.7K 0.06% 148
2021
Q1 		$378K Buy
1,038
+3
+0.3% +$1.06K 0.05% 157
2020
Q4 		$356K Buy
1,035
+8
+0.8% +$2.61K 0.06% 144
2020
Q3 		$316K Buy
1,027
+33
+3% +$10.1K 0.06% 138
2020
Q2 		$282K Sell
994
-230
-19% -$61.9K 0.06% 134
2020
Q1 		$290K Sell
1,224
-834
-41% -$234K 0.08% 114
2019
Q4 		$609K Buy
2,058
+971
+89% +$275K 0.13% 107
2019
Q3 		$296K Sell
1,087
-404
-27% -$110K 0.07% 152
2019
Q2 		$401K Buy
+1,491
New +$394K 0.1% 122

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
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
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
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Insight Wealth Strategies's VOO Position: Q2 2026 in Review

Insight Wealth Strategies reduced its Vanguard S&P 500 ETF (VOO) stake by 0.97% in Q2 2026, selling an estimated $7.33K and leaving 1,126 shares worth $772K. The position accounts for 0.08% of the portfolio, ranked #108.

Insight Wealth Strategies first reported a position in VOO in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.27M in Q3 2024. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Insight Wealth Strategies held 1,126 shares of Vanguard S&P 500 ETF worth $772K as of Q2 2026.
  • Insight Wealth Strategies sold 11 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $7.33K.
  • Vanguard S&P 500 ETF made up 0.08% of Insight Wealth Strategies's portfolio in Q2 2026, its #108 holding.
  • Insight Wealth Strategies first reported a position in Vanguard S&P 500 ETF in Q2 2019 and has held it in 29 quarters since.
  • Insight Wealth Strategies's Vanguard S&P 500 ETF position peaked at $1.27M in Q3 2024.
  • 1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.