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Patriot Financial Group Insurance Agency’s Vanguard S&P 500 ETF VOO Stock Holding History

Patriot Financial Group Insurance Agency’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 		$18.9M Sell
27,559
-19,815
-42% -$13.2M 1.94% 6
2026
Q1 		$28.3M Buy
47,374
+24,984
+112% +$15.6M 1.6% 6
2025
Q4 		$14M Buy
22,390
+1,160
+5% +$721K 1.67% 6
2025
Q3 		$13M Sell
21,230
-1,617
-7% -$953K 1.66% 5
2025
Q2 		$13M Buy
22,847
+1,935
+9% +$1.02M 1.49% 6
2025
Q1 		$10.7M Buy
20,912
+3,028
+17% +$1.64M 1.44% 8
2024
Q4 		$9.64M Buy
17,884
+3,359
+23% +$1.82M 1.29% 11
2024
Q3 		$7.66M Buy
14,525
+1,534
+12% +$780K 1.03% 16
2024
Q2 		$6.5M Buy
12,991
+1,914
+17% +$921K 0.96% 18
2024
Q1 		$5.32M Buy
11,077
+1,621
+17% +$742K 0.85% 19
2023
Q4 		$4.13M Sell
9,456
-1,284
-12% -$526K 0.78% 23
2023
Q3 		$4.22M Sell
10,740
-76
-0.7% -$31.1K 0.87% 17
2023
Q2 		$4.41M Buy
10,816
+180
+2% +$69.4K 0.83% 20
2023
Q1 		$4M Sell
10,636
-323
-3% -$118K 0.81% 20
2022
Q4 		$3.85M Sell
10,959
-788
-7% -$278K 0.52% 21
2022
Q3 		$3.86M Buy
11,747
+1,307
+13% +$477K 0.94% 20
2022
Q2 		$3.62M Buy
10,440
+656
+7% +$247K 0.74% 25
2022
Q1 		$4.06M Sell
9,784
-983
-9% -$402K 0.72% 22
2021
Q4 		$4.7M Sell
10,767
-1,035
-9% -$437K 0.78% 24
2021
Q3 		$4.66M Sell
11,802
-95
-0.8% -$38.5K 0.83% 18
2021
Q2 		$4.68M Buy
11,897
+182
+2% +$69.9K 0.86% 18
2021
Q1 		$4.27M Sell
11,715
-977
-8% -$346K 0.98% 11
2020
Q4 		$4.36M Buy
12,692
+2,455
+24% +$800K 1.09% 10
2020
Q3 		$3.15M Buy
10,237
+895
+10% +$273K 1.02% 12
2020
Q2 		$2.65M Buy
9,342
+5,945
+175% +$1.6M 1.01% 12
2020
Q1 		$923K Buy
3,397
+900
+36% +$252K 0.42% 46
2019
Q4 		$739K Buy
2,497
+645
+35% +$182K 0.28% 74
2019
Q3 		$505K Buy
1,852
+64
+4% +$17.4K 0.23% 83
2019
Q2 		$487K Buy
1,788
+36
+2% +$9.52K 0.21% 79
2019
Q1 		$455K Buy
1,752
+1,680
+2,333% +$420K 0.23% 70
2018
Q4 		$17K Buy
72
+4
+6% +$991 0.01% 509
2018
Q3 		$18K Buy
68
+43
+172% +$11.3K 0.01% 502
2018
Q2 		$6K Hold
25
– – 0.01% 463
2018
Q1 		$6K Hold
25
– – ﹤0.01% 703
2017
Q4 		$6K Hold
25
– – ﹤0.01% 698
2017
Q3 		$6K Hold
25
– – 0.01% 675
2017
Q2 		$6K Hold
25
– – 0.01% 655
2017
Q1 		$5K Sell
25
-7
-22% -$1.49K 0.01% 638
2016
Q4 		$7K Buy
+32
New +$6.42K 0.01% 525

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VOO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Vanguard S&P 500 ETF (VOO) stake by 42% in Q2 2026, selling an estimated $13.2M and leaving 27,559 shares worth $18.9M. The position accounts for 1.94% of the portfolio, ranked #6.

Patriot Financial Group Insurance Agency first reported a position in VOO in Q4 2016 and has held it in 39 quarters since. The position peaked at $28.3M in Q1 2026. 2,788 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 27,559 shares of Vanguard S&P 500 ETF worth $18.9M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 19,815 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $13.2M.
  • Vanguard S&P 500 ETF made up 1.94% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #6 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Vanguard S&P 500 ETF position peaked at $28.3M in Q1 2026.
  • 2,788 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.