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

McClarren 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 		$15.9M Buy
23,156
+1,749
+8% +$1.17M 8.22% 4
2026
Q1 		$12.8M Sell
21,407
-36,176
-63% -$22.6M 7.57% 4
2025
Q4 		$13.4M Buy
57,583
+23,678
+70% +$14.7M 7.99% 4
2025
Q3 		$13M Buy
33,905
+10,658
+46% +$6.28M 7.98% 3
2025
Q2 		$13.2M Sell
23,247
-7,348
-24% -$3.86M 8.59% 3
2025
Q1 		$12M Buy
+30,595
New +$16.5M 7.91% 4
2024
Q4 		– Sell
-28,648
Closed -$13.4K – 313
2024
Q3 		$13.4K Sell
28,648
-25,366
-47% -$12.9M 1.68% 14
2024
Q2 		$11.9M Buy
54,014
+30,740
+132% +$14.8M 8.29% 3
2024
Q1 		$11.2M Sell
23,274
-202
-0.9% -$92.5K 8.04% 3
2023
Q4 		$10.3M Sell
23,476
-557
-2% -$228K 7.81% 3
2023
Q3 		$9.43M Buy
24,033
+95
+0.4% +$38.8K 8.22% 3
2023
Q2 		$9.75M Sell
23,938
-41
-0.2% -$15.8K 8.06% 3
2023
Q1 		$8.98M Buy
23,979
+840
+4% +$308K 8.17% 3
2022
Q4 		$8.13M Buy
23,139
+938
+4% +$331K 7.72% 3
2022
Q3 		$7.29M Buy
22,201
+11,972
+117% +$4.37M 7.26% 3
2022
Q2 		$3.55M Sell
10,229
-11,204
-52% -$4.22M 11.35% 2
2022
Q1 		$8.9M Buy
21,433
+74
+0.3% +$30.3K 6.44% 4
2021
Q4 		$9.31M Sell
21,359
-1,225
-5% -$517K 6.35% 4
2021
Q3 		$8.91M Sell
22,584
-572
-2% -$232K 6.94% 4
2021
Q2 		$9.11M Sell
23,156
-6,028
-21% -$2.31M 7.39% 3
2021
Q1 		$10.6M Sell
29,184
-613
-2% -$217K 9.51% 2
2020
Q4 		$10.2M Buy
+29,797
New +$9.71M 9.84% 2

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

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

McClarren Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 8.2% in Q2 2026, buying an estimated $1.17M and bringing the position to 23,156 shares worth $15.9M. The position accounts for 8.22% of the portfolio, ranked #4.

McClarren Financial Advisors first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • McClarren Financial Advisors held 23,156 shares of Vanguard S&P 500 ETF worth $15.9M as of Q2 2026.
  • McClarren Financial Advisors bought 1,749 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.17M.
  • Vanguard S&P 500 ETF made up 8.22% of McClarren Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • McClarren Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.