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Inspirion Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Inspirion 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 		$1.85M Buy
2,694
+101
+4% +$67.3K 0.21% 47
2026
Q1 		$1.55M Sell
2,593
-297
-10% -$186K 0.19% 51
2025
Q4 		$1.81M Buy
+2,890
New +$1.8M 0.22% 44
2025
Q3 		– Sell
-1,272
Closed -$723K – 170
2025
Q2 		$723K Buy
+1,272
New +$669K 0.1% 75

Other funds holding VOO

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 $43.3B AUM 29.3% 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
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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Inspirion Wealth Advisors's VOO Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 3.9% in Q2 2026, buying an estimated $67.3K and bringing the position to 2,694 shares worth $1.85M. The position accounts for 0.21% of the portfolio, ranked #47.

Inspirion Wealth Advisors first reported a position in VOO in Q2 2025 and has held it in 4 quarters since. 1,870 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Inspirion Wealth Advisors held 2,694 shares of Vanguard S&P 500 ETF worth $1.85M as of Q2 2026.
  • Inspirion Wealth Advisors bought 101 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $67.3K.
  • Vanguard S&P 500 ETF made up 0.21% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Inspirion Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,870 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.