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Mayflower Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Mayflower Financial 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 		$14M Buy
20,453
+10,351
+102% +$6.9M 1.21% 16
2026
Q1 		$6.04M Buy
10,102
+199
+2% +$124K 0.73% 31
2025
Q4 		$6.21M Sell
9,903
-217
-2% -$135K 0.75% 34
2025
Q3 		$6.2M Buy
10,120
+825
+9% +$486K 0.78% 30
2025
Q2 		$5.28M Buy
9,295
+262
+3% +$138K 0.73% 33
2025
Q1 		$4.64M Buy
9,033
+634
+8% +$343K 0.71% 34
2024
Q4 		$4.53M Buy
8,399
+565
+7% +$306K 0.68% 37
2024
Q3 		$4.13M Buy
7,834
+1,588
+25% +$807K 0.62% 39
2024
Q2 		$3.12M Sell
6,246
-803
-11% -$386K 0.51% 46
2024
Q1 		$3.39M Sell
7,049
-1,255
-15% -$574K 0.57% 43
2023
Q4 		$3.63M Buy
8,304
+41
+0.5% +$16.8K 0.5% 50
2023
Q3 		$3.24M Sell
8,263
-3,464
-30% -$1.42M 0.49% 45
2023
Q2 		$4.78M Buy
11,727
+68
+0.6% +$26.2K 0.62% 40
2023
Q1 		$4.38M Buy
11,659
+139
+1% +$51K 0.58% 42
2022
Q4 		$4.05M Sell
11,520
-327
-3% -$116K 0.56% 39
2022
Q3 		$3.89M Sell
11,847
-381
-3% -$139K 0.63% 35
2022
Q2 		$4.24M Sell
12,228
-195
-2% -$73.5K 0.65% 33
2022
Q1 		$5.16M Sell
12,423
-553
-4% -$226K 0.69% 31
2021
Q4 		$5.67M Buy
12,976
+757
+6% +$320K 0.75% 30
2021
Q3 		$5.06M Sell
12,219
-94
-0.8% -$38.1K 0.68% 34
2021
Q2 		$4.85M Buy
12,313
+270
+2% +$104K 0.67% 33
2021
Q1 		$4.39M Buy
12,043
+402
+3% +$143K 0.65% 33
2020
Q4 		$4M Buy
+11,641
New +$3.79M 0.69% 31

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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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

Mayflower Financial Advisors's VOO Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 102% in Q2 2026, buying an estimated $6.9M and bringing the position to 20,453 shares worth $14M. The position accounts for 1.21% of the portfolio, ranked #16.

Mayflower Financial Advisors first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. 1,059 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Mayflower Financial Advisors held 20,453 shares of Vanguard S&P 500 ETF worth $14M as of Q2 2026.
  • Mayflower Financial Advisors bought 10,351 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $6.9M.
  • Vanguard S&P 500 ETF made up 1.21% of Mayflower Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • Mayflower Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,059 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.