Physician Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Physician Wealth 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	$4.4M	Buy	6,412 +1,202	+23%	+$801K	0.53%	33
2026 Q1	$3.11M	Buy	5,210 +87	+2%	+$54.4K	0.43%	39
2025 Q4	$3.21M	Buy	5,123 +180	+4%	+$112K	0.45%	40
2025 Q3	$3.03M	Buy	4,943 +95	+2%	+$56K	0.43%	42
2025 Q2	$2.75M	Sell	4,848 -6	-0.1%	-$3.15K	0.43%	42
2025 Q1	$2.49M	Buy	4,854 +111	+2%	+$60K	0.43%	43
2024 Q4	$2.56M	Buy	4,743 +1,171	+33%	+$634K	0.43%	39
2024 Q3	$1.9M	Buy	3,572 +626	+21%	+$318K	0.34%	46
2024 Q2	$1.53M	Buy	2,946 +203	+7%	+$97.7K	0.28%	53
2024 Q1	$1.27M	Buy	2,743 +50	+2%	+$22.9K	0.27%	56
2023 Q4	$1.2M	Sell	2,693 -671	-20%	-$275K	0.27%	55
2023 Q3	$1.34M	Buy	3,364 +5	+0.1%	+$2.04K	0.34%	42
2023 Q2	$1.37M	Sell	3,359 -220	-6%	-$84.9K	0.34%	43
2023 Q1	$1.36M	Sell	3,579 -29	-0.8%	-$10.6K	0.36%	40
2022 Q4	$1.33M	Buy	3,608 +161	+5%	+$56.9K	0.36%	40
2022 Q3	$1.2M	Buy	3,447 +9	+0.3%	+$3.29K	0.37%	43
2022 Q2	$1.3M	Sell	3,438 -1,333	-28%	-$502K	0.38%	43
2022 Q1	$1.88M	Buy	4,771 +5	+0.1%	+$2.05K	0.5%	40
2021 Q4	$2.04M	Buy	4,766 +7	+0.1%	+$2.96K	0.54%	39
2021 Q3	$1.95M	Buy	4,759 +210	+5%	+$85.2K	0.54%	37
2021 Q2	$1.82M	Sell	4,549 -62	-1%	-$23.8K	0.52%	40
2021 Q1	$1.72M	Buy	4,611 +205	+5%	+$72.7K	0.56%	35
2020 Q4	$1.58M	Sell	4,406 -519	-11%	-$169K	0.54%	36
2020 Q3	$1.49M	Sell	4,925 -493	-9%	-$150K	0.6%	33
2020 Q2	$1.67M	Sell	5,418 -846	-14%	-$228K	0.67%	31
2020 Q1	$1.61M	Sell	6,264 -1,054	-14%	-$295K	0.8%	27
2019 Q4	$2.2M	Sell	7,318 -98	-1%	-$27.7K	0.98%	22
2019 Q3	$2.13M	Buy	+7,416	New	+$2.01M	1.04%	23

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Physician Wealth Advisors's VOO Position: Q2 2026 in Review

Physician Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 23% in Q2 2026, buying an estimated $801K and bringing the position to 6,412 shares worth $4.4M. The position accounts for 0.53% of the portfolio, ranked #33.

Physician Wealth Advisors first reported a position in VOO in Q3 2019 and has held it in 28 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Physician Wealth Advisors held 6,412 shares of Vanguard S&P 500 ETF worth $4.4M as of Q2 2026.
Physician Wealth Advisors bought 1,202 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $801K.
Vanguard S&P 500 ETF made up 0.53% of Physician Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Physician Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2019 and has held it in 28 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.