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

Martel 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 		$2M Sell
2,918
-108
-4% -$72K 0.32% 26
2026
Q1 		$1.81M Sell
3,026
-86
-3% -$53.8K 0.31% 26
2025
Q4 		$1.95M Sell
3,112
-47
-1% -$29.2K 0.33% 26
2025
Q3 		$1.93M Sell
3,159
-554
-15% -$327K 0.34% 26
2025
Q2 		$2.11M Hold
3,713
– – 0.39% 23
2025
Q1 		$1.91M Sell
3,713
-254
-6% -$137K 0.38% 24
2024
Q4 		$2.14M Sell
3,967
-261
-6% -$141K 0.42% 23
2024
Q3 		$2.23M Sell
4,228
-13
-0.3% -$6.61K 0.46% 22
2024
Q2 		$2.12M Sell
4,241
-350
-8% -$168K 0.46% 22
2024
Q1 		$2.21M Sell
4,591
-394
-8% -$180K 0.48% 22
2023
Q4 		$2.18M Sell
4,985
-186
-4% -$76.1K 0.49% 23
2023
Q3 		$2.03M Sell
5,171
-386
-7% -$158K 0.51% 23
2023
Q2 		$2.26M Sell
5,557
-181
-3% -$69.8K 0.55% 22
2023
Q1 		$2.16M Sell
5,738
-16
-0.3% -$5.87K 0.55% 23
2022
Q4 		$2.02M Hold
5,754
– – 0.55% 24
2022
Q3 		$1.89M Buy
5,754
+9
+0.2% +$3.29K 0.54% 23
2022
Q2 		$1.99M Sell
5,745
-10
-0.2% -$3.77K 0.54% 21
2022
Q1 		$2.39M Buy
5,755
+200
+4% +$81.9K 0.58% 20
2021
Q4 		$2.43M Sell
5,555
-335
-6% -$141K 0.57% 21
2021
Q3 		$2.32M Sell
5,890
-806
-12% -$327K 0.58% 20
2021
Q2 		$2.63M Buy
6,696
+203
+3% +$77.9K 0.66% 20
2021
Q1 		$2.37M Sell
6,493
-233
-3% -$82.6K 0.66% 19
2020
Q4 		$2.31M Buy
6,726
+930
+16% +$303K 0.67% 19
2020
Q3 		$1.78M Sell
5,796
-23
-0.4% -$7.01K 0.58% 18
2020
Q2 		$1.65M Sell
5,819
-27
-0.5% -$7.27K 0.57% 20
2020
Q1 		$1.38M Sell
5,846
-174
-3% -$48.8K 0.54% 19
2019
Q4 		$1.78M Sell
6,020
-78
-1% -$22.1K 0.61% 18
2019
Q3 		$1.66M Sell
6,098
-138
-2% -$37.5K 0.6% 19
2019
Q2 		$1.68M Sell
6,236
-502
-7% -$133K 0.61% 19
2019
Q1 		$1.75M Sell
6,738
-555
-8% -$139K 0.66% 19
2018
Q4 		$1.68M Buy
7,293
+59
+0.8% +$14.6K 0.69% 19
2018
Q3 		$1.93M Buy
+7,234
New +$1.89M 0.74% 19

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Martel Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 3.6% in Q2 2026, selling an estimated $72K and leaving 2,918 shares worth $2M. The position accounts for 0.32% of the portfolio, ranked #26.

Martel Wealth Advisors first reported a position in VOO in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.63M in Q2 2021. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Martel Wealth Advisors held 2,918 shares of Vanguard S&P 500 ETF worth $2M as of Q2 2026.
  • Martel Wealth Advisors sold 108 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $72K.
  • Vanguard S&P 500 ETF made up 0.32% of Martel Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Martel Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2018 and has held it in 32 quarters since.
  • Martel Wealth Advisors's Vanguard S&P 500 ETF position peaked at $2.63M in Q2 2021.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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