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Market Street Wealth Management Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Market Street Wealth Management 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 		$7.45M Sell
10,840
-11
-0.1% -$7.33K 1.06% 21
2026
Q1 		$6.48M Sell
10,851
-107
-1% -$66.9K 1.02% 21
2025
Q4 		$6.87M Sell
10,958
-265
-2% -$165K 1.07% 21
2025
Q3 		$6.87M Sell
11,223
-194
-2% -$114K 1.09% 21
2025
Q2 		$6.49M Sell
11,417
-29
-0.3% -$15.2K 1.06% 21
2025
Q1 		$5.88M Sell
11,446
-59
-0.5% -$31.9K 1% 22
2024
Q4 		$6.2M Sell
11,505
-40
-0.3% -$21.7K 1.04% 21
2024
Q3 		$6.09M Sell
11,545
-300
-3% -$152K 1% 21
2024
Q2 		$5.92M Sell
11,845
-190
-2% -$91.4K 1.02% 21
2024
Q1 		$5.79M Sell
12,035
-83
-0.7% -$38K 1.02% 21
2023
Q4 		$5.29M Buy
12,118
+97
+0.8% +$39.7K 1.11% 20
2023
Q3 		$4.72M Buy
12,021
+450
+4% +$184K 1.21% 22
2023
Q2 		$4.71M Sell
11,571
-63
-0.5% -$24.3K 1.2% 22
2023
Q1 		$4.38M Sell
11,634
-2,037
-15% -$747K 1.15% 22
2022
Q4 		$4.8M Buy
13,671
+12,686
+1,288% +$4.48M 1.39% 19
2022
Q3 		$323K Buy
985
+294
+43% +$107K 0.1% 78
2022
Q2 		$240K Buy
+691
New +$260K 0.07% 78

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

Market Street Wealth Management Advisors's VOO Position: Q2 2026 in Review

Market Street Wealth Management Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.1% in Q2 2026, selling an estimated $7.33K and leaving 10,840 shares worth $7.45M. The position accounts for 1.06% of the portfolio, ranked #21.

Market Street Wealth Management Advisors first reported a position in VOO in Q2 2022 and has held it in 17 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Market Street Wealth Management Advisors held 10,840 shares of Vanguard S&P 500 ETF worth $7.45M as of Q2 2026.
  • Market Street Wealth Management Advisors sold 11 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $7.33K.
  • Vanguard S&P 500 ETF made up 1.06% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #21 holding.
  • Market Street Wealth Management Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.