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

MKT 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 		$25.6M Sell
37,294
-578
-2% -$385K 7.96% 2
2026
Q1 		$23M Sell
37,872
-399
-1% -$250K 7.7% 2
2025
Q4 		$24.2M Sell
38,271
-204
-0.5% -$127K 8.26% 2
2025
Q3 		$23.6M Sell
38,475
-174
-0.5% -$103K 8.8% 2
2025
Q2 		$21.9M Sell
38,649
-118
-0.3% -$62K 8.69% 2
2025
Q1 		$18M Sell
38,767
-525
-1% -$284K 8.43% 2
2024
Q4 		$21.6M Sell
39,292
-1,404
-3% -$760K 9.41% 2
2024
Q3 		$21.3M Buy
40,696
+1,335
+3% +$679K 9.98% 2
2024
Q2 		$20.1M Buy
39,361
+1,006
+3% +$484K 10% 2
2024
Q1 		$18.1M Buy
38,355
+431
+1% +$197K 9.94% 2
2023
Q4 		$16.3M Buy
37,924
+997
+3% +$408K 10.76% 2
2023
Q3 		$14.5M Buy
36,927
+2,323
+7% +$950K 10.99% 2
2023
Q2 		$14.5M Buy
34,604
+523
+2% +$202K 10.26% 3
2023
Q1 		$12.8M Buy
34,081
+619
+2% +$227K 9.53% 3
2022
Q4 		$12.2M Buy
33,462
+5,516
+20% +$1.95M 9.16% 3
2022
Q3 		$9.18M Buy
27,946
+61
+0.2% +$22.3K 7.97% 3
2022
Q2 		$9.85M Buy
27,885
+245
+0.9% +$92.3K 7.68% 3
2022
Q1 		$10.1M Buy
27,640
+12,186
+79% +$4.99M 7.63% 3
2021
Q4 		$6.16M Buy
+15,454
New +$6.52M 4.82% 3

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

MKT Advisors's VOO Position: Q2 2026 in Review

MKT Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1.5% in Q2 2026, selling an estimated $385K and leaving 37,294 shares worth $25.6M. The position accounts for 7.96% of the portfolio, ranked #2.

MKT Advisors first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • MKT Advisors held 37,294 shares of Vanguard S&P 500 ETF worth $25.6M as of Q2 2026.
  • MKT Advisors sold 578 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $385K.
  • Vanguard S&P 500 ETF made up 7.96% of MKT Advisors's portfolio in Q2 2026, its #2 holding.
  • MKT Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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