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Penn Davis McFarland’s Vanguard S&P 500 ETF VOO Stock Holding History

Penn Davis McFarland’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 		$1.17M Buy
1,704
+536
+46% +$357K 0.1% 55
2026
Q1 		$698K Buy
1,168
+52
+5% +$32.5K 0.07% 57
2025
Q4 		$700K Hold
1,116
– – 0.07% 58
2025
Q3 		$683K Sell
1,116
-294
-21% -$173K 0.07% 60
2025
Q2 		$801K Hold
1,410
– – 0.09% 56
2025
Q1 		$725K Sell
1,410
-150
-10% -$81.1K 0.09% 58
2024
Q4 		$841K Hold
1,560
– – 0.09% 59
2024
Q3 		$823K Sell
1,560
-75
-5% -$38.1K 0.09% 62
2024
Q2 		$818K Sell
1,635
-125
-7% -$60.1K 0.13% 36
2024
Q1 		$846K Sell
1,760
-270
-13% -$124K 0.13% 36
2023
Q4 		$887K Sell
2,030
-669
-25% -$274K 0.15% 32
2023
Q3 		$1.06M Hold
2,699
– – 0.19% 31
2023
Q2 		$1.1M Hold
2,699
– – 0.2% 28
2023
Q1 		$1.02M Sell
2,699
-2,471
-48% -$906K 0.19% 28
2022
Q4 		$1.82M Buy
+5,170
New +$1.83M 0.36% 25

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

Penn Davis McFarland's VOO Position: Q2 2026 in Review

Penn Davis McFarland increased its Vanguard S&P 500 ETF (VOO) stake by 46% in Q2 2026, buying an estimated $357K and bringing the position to 1,704 shares worth $1.17M. The position accounts for 0.1% of the portfolio, ranked #55.

Penn Davis McFarland first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.82M in Q4 2022. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Penn Davis McFarland held 1,704 shares of Vanguard S&P 500 ETF worth $1.17M as of Q2 2026.
  • Penn Davis McFarland bought 536 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $357K.
  • Vanguard S&P 500 ETF made up 0.1% of Penn Davis McFarland's portfolio in Q2 2026, its #55 holding.
  • Penn Davis McFarland first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Penn Davis McFarland's Vanguard S&P 500 ETF position peaked at $1.82M in Q4 2022.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Penn Davis McFarland's 13F filing for Q2 2026, filed 15 Jul 2026.