NWAG
VOO icon

Net Worth Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Net Worth Advisory 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 		– Sell
-441
Closed -$264K – 472
2026
Q1 		$264K Buy
441
+4
+0.9% +$2.5K 0.05% 344
2025
Q4 		$274K Buy
+437
New +$272K 0.06% 351
2025
Q3 		– Sell
-465
Closed -$264K – 495
2025
Q2 		$264K Buy
+465
New +$244K 0.06% 342

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

Net Worth Advisory Group's VOO Position: Q2 2026 in Review

Net Worth Advisory Group sold out of Vanguard S&P 500 ETF (VOO) in Q2 2026, closing a stake of 441 shares — an estimated $264K sold.

Net Worth Advisory Group first reported a position in VOO in Q2 2025 and held it in 3 quarters. The position peaked at $274K in Q4 2025. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Net Worth Advisory Group reported no remaining Vanguard S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Net Worth Advisory Group sold 441 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $264K.
  • Net Worth Advisory Group first reported a position in Vanguard S&P 500 ETF in Q2 2025 and held it in 3 quarters.
  • Net Worth Advisory Group's Vanguard S&P 500 ETF position peaked at $274K in Q4 2025.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.