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Patton Albertson Miller Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Patton Albertson Miller 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 		$3.65M Sell
5,321
-785
-13% -$523K 0.36% 74
2026
Q1 		$3.65M Sell
6,106
-356
-6% -$223K 0.43% 69
2025
Q4 		$4.05M Sell
6,462
-2,164
-25% -$1.34M 0.48% 66
2025
Q3 		$5.28M Buy
8,626
+153
+2% +$90.2K 0.64% 52
2025
Q2 		$4.81M Buy
8,473
+3,160
+59% +$1.66M 0.63% 53
2025
Q1 		$2.73M Buy
5,313
+2,824
+113% +$1.53M 0.41% 80
2024
Q4 		$1.34M Buy
2,489
+997
+67% +$540K 0.18% 101
2024
Q3 		$787K Buy
1,492
+477
+47% +$242K 0.11% 124
2024
Q2 		$508K Sell
1,015
-1
-0.1% -$481 0.07% 142
2024
Q1 		$489K Buy
1,016
+212
+26% +$97K 0.07% 142
2023
Q4 		$351K Hold
804
– – 0.06% 161
2023
Q3 		$316K Sell
804
-164
-17% -$67.1K 0.06% 167
2023
Q2 		$394K Sell
968
-492
-34% -$190K 0.08% 150
2023
Q1 		$549K Sell
1,460
-40
-3% -$14.7K 0.1% 152
2022
Q4 		$527K Hold
1,500
– – 0.1% 154
2022
Q3 		$492K Buy
1,500
+155
+12% +$56.6K 0.11% 154
2022
Q2 		$467K Sell
1,345
-94
-7% -$35.4K 0.1% 165
2022
Q1 		$597K Sell
1,439
-17
-1% -$6.96K 0.1% 163
2021
Q4 		$636K Buy
1,456
+166
+13% +$70.1K 0.1% 161
2021
Q3 		$509K Buy
+1,290
New +$523K 0.1% 166
2021
Q1 		– Sell
-565
Closed -$204K – 207
2020
Q4 		$204K Buy
+565
New +$184K 0.05% 205
2018
Q4 		– Sell
-565
Closed -$138K – 264
2018
Q3 		$138K Buy
+565
New +$148K 0.07% 126

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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Patton Albertson Miller Group's VOO Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its Vanguard S&P 500 ETF (VOO) stake by 13% in Q2 2026, selling an estimated $523K and leaving 5,321 shares worth $3.65M. The position accounts for 0.36% of the portfolio, ranked #74.

Patton Albertson Miller Group first reported a position in VOO in Q3 2018 and has held it in 22 quarters since. The position peaked at $5.28M in Q3 2025. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Patton Albertson Miller Group held 5,321 shares of Vanguard S&P 500 ETF worth $3.65M as of Q2 2026.
  • Patton Albertson Miller Group sold 785 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $523K.
  • Vanguard S&P 500 ETF made up 0.36% of Patton Albertson Miller Group's portfolio in Q2 2026, its #74 holding.
  • Patton Albertson Miller Group first reported a position in Vanguard S&P 500 ETF in Q3 2018 and has held it in 22 quarters since.
  • Patton Albertson Miller Group's Vanguard S&P 500 ETF position peaked at $5.28M in Q3 2025.
  • 1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.