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

Pathway 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 		$1.65M Buy
2,410
+760
+46% +$507K 0.19% 52
2026
Q1 		$995K Buy
1,650
+34
+2% +$21.3K 0.12% 62
2025
Q4 		$1.03M Sell
1,616
-2
-0.1% -$1.24K 0.13% 64
2025
Q3 		$991K Hold
1,618
– – 0.13% 64
2025
Q2 		$919K Buy
1,618
+18
+1% +$9.46K 0.13% 61
2025
Q1 		$822K Buy
1,600
+98
+7% +$53K 0.15% 68
2024
Q4 		$809K Sell
1,502
-27
-2% -$14.6K 0.19% 60
2024
Q3 		$807K Buy
1,529
+3
+0.2% +$1.52K 0.21% 56
2024
Q2 		$763K Hold
1,526
– – 0.21% 59
2024
Q1 		$734K Hold
1,526
– – 0.2% 63
2023
Q4 		$667K Hold
1,526
– – 0.19% 64
2023
Q3 		$599K Hold
1,526
– – 0.2% 54
2023
Q2 		$622K Hold
1,526
– – 0.2% 54
2023
Q1 		$574K Hold
1,526
– – 0.19% 56
2022
Q4 		$536K Hold
1,526
– – 0.17% 60
2022
Q3 		$501K Buy
1,526
+587
+63% +$214K 0.17% 63
2022
Q2 		$326K Hold
939
– – 0.14% 88
2022
Q1 		$390K Hold
939
– – 0.15% 83
2021
Q4 		$389K Buy
+939
New +$396K 0.14% 79
2018
Q3 		– Sell
-118
Closed -$29K – 373
2018
Q2 		$29K Sell
118
-294
-71% -$73K 0.02% 315
2018
Q1 		$100K Hold
412
– – 0.06% 164
2017
Q4 		$101K Buy
+412
New +$98.5K 0.06% 158

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

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

Pathway Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 46% in Q2 2026, buying an estimated $507K and bringing the position to 2,410 shares worth $1.65M. The position accounts for 0.19% of the portfolio, ranked #52.

Pathway Financial Advisors first reported a position in VOO in Q4 2017 and has held it in 22 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Pathway Financial Advisors held 2,410 shares of Vanguard S&P 500 ETF worth $1.65M as of Q2 2026.
  • Pathway Financial Advisors bought 760 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $507K.
  • Vanguard S&P 500 ETF made up 0.19% of Pathway Financial Advisors's portfolio in Q2 2026, its #52 holding.
  • Pathway Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 22 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.