MCG
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McCollum Christoferson Group’s Vanguard S&P 500 ETF VOO Stock Holding History

McCollum Christoferson Group’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 		$25.9M Sell
95,210
-1,114
-1% -$743K 7.6% 1
2026
Q1 		$23.2M Buy
96,324
+52,164
+118% +$32.6M 6.98% 1
2025
Q4 		$27.7M Buy
44,160
+4,146
+10% +$2.58M 8.01% 1
2025
Q3 		$24.5M Buy
40,014
+21,853
+120% +$12.9M 7.02% 1
2025
Q2 		$10.3M Buy
18,161
+624
+4% +$328K 3.07% 10
2025
Q1 		$9.01M Buy
17,537
+2,317
+15% +$1.25M 2.75% 14
2024
Q4 		$8.2M Buy
15,220
+261
+2% +$141K 2.42% 20
2024
Q3 		$7.89M Buy
14,959
+527
+4% +$268K 2.29% 21
2024
Q2 		$7.22M Buy
14,432
+1,912
+15% +$920K 2.15% 22
2024
Q1 		$6.02M Buy
12,520
+2,993
+31% +$1.37M 1.74% 28
2023
Q4 		$4.16M Buy
9,527
+570
+6% +$233K 1.26% 35
2023
Q3 		$3.52M Buy
8,957
+705
+9% +$288K 1.08% 37
2023
Q2 		$3.36M Buy
8,252
+110
+1% +$42.4K 0.96% 39
2023
Q1 		$3.06M Sell
8,142
-77
-0.9% -$28.2K 0.94% 38
2022
Q4 		$2.89M Sell
8,219
-205
-2% -$72.4K 0.91% 41
2022
Q3 		$2.77M Buy
8,424
+190
+2% +$69.4K 0.93% 38
2022
Q2 		$2.86M Buy
8,234
+203
+3% +$76.5K 0.87% 42
2022
Q1 		$3.33M Sell
8,031
-202
-2% -$82.7K 0.82% 42
2021
Q4 		$3.59M Buy
8,233
+3
+0% +$1.27K 0.81% 41
2021
Q3 		$3.25M Sell
8,230
-270
-3% -$110K 0.77% 43
2021
Q2 		$3.35M Sell
8,500
-547
-6% -$210K 0.8% 45
2021
Q1 		$3.3M Sell
9,047
-310
-3% -$110K 0.84% 44
2020
Q4 		$3.22M Sell
9,357
-1,570
-14% -$512K 0.82% 44
2020
Q3 		$3.36M Buy
10,927
+656
+6% +$200K 0.97% 43
2020
Q2 		$2.91M Buy
10,271
+4,237
+70% +$1.14M 0.95% 44
2020
Q1 		$1.43M Sell
6,034
-134
-2% -$37.5K 0.57% 47
2019
Q4 		$1.82M Sell
6,168
-316
-5% -$89.4K 0.61% 46
2019
Q3 		$1.77M Sell
6,484
-516
-7% -$140K 0.63% 46
2019
Q2 		$1.88M Sell
7,000
-865
-11% -$229K 0.66% 45
2019
Q1 		$2.04M Sell
7,865
-40
-0.5% -$9.99K 0.75% 46
2018
Q4 		$1.82M Sell
7,905
-255
-3% -$63.2K 0.77% 46
2018
Q3 		$2.18M Sell
8,160
-108
-1% -$28.3K 0.8% 47
2018
Q2 		$2.06M Buy
8,268
+1,346
+19% +$334K 0.84% 48
2018
Q1 		$1.68M Sell
6,922
-112
-2% -$28.1K 0.7% 50
2017
Q4 		$1.73M Buy
+7,034
New +$1.68M 0.71% 49

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

McCollum Christoferson Group's VOO Position: Q2 2026 in Review

McCollum Christoferson Group reduced its Vanguard S&P 500 ETF (VOO) stake by 1.2% in Q2 2026, selling an estimated $743K and leaving 95,210 shares worth $25.9M. The position accounts for 7.6% of the portfolio, ranked #1.

McCollum Christoferson Group first reported a position in VOO in Q4 2017 and has held it in 35 quarters since. The position peaked at $27.7M in Q4 2025. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • McCollum Christoferson Group held 95,210 shares of Vanguard S&P 500 ETF worth $25.9M as of Q2 2026.
  • McCollum Christoferson Group sold 1,114 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $743K.
  • Vanguard S&P 500 ETF made up 7.6% of McCollum Christoferson Group's portfolio in Q2 2026, its #1 holding.
  • McCollum Christoferson Group first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
  • McCollum Christoferson Group's Vanguard S&P 500 ETF position peaked at $27.7M in Q4 2025.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on McCollum Christoferson Group's 13F filing for Q2 2026, filed 13 Jul 2026.