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Porter White Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Porter White Investment 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 		$995K Buy
1,448
+44
+3% +$29.3K 0.38% 29
2026
Q1 		$839K Sell
1,404
-3
-0.2% -$1.88K 0.34% 28
2025
Q4 		$883K Buy
1,407
+8
+0.6% +$4.97K 0.36% 28
2025
Q3 		$857K Sell
1,399
-1
-0.1% -$589 0.37% 26
2025
Q2 		$795K Sell
1,400
-1
-0.1% -$526 0.37% 25
2025
Q1 		$720K Sell
1,401
-13
-0.9% -$7.03K 0.36% 25
2024
Q4 		$762K Buy
1,414
+18
+1% +$9.75K 0.39% 25
2024
Q3 		$737K Hold
1,396
– – 0.37% 24
2024
Q2 		$698K Buy
1,396
+14
+1% +$6.74K 0.37% 26
2024
Q1 		$664K Buy
1,382
+10
+0.7% +$4.58K 0.35% 26
2023
Q4 		$599K Buy
1,372
+22
+2% +$9.01K 0.37% 23
2023
Q3 		$530K Sell
1,350
-180
-12% -$73.6K 0.4% 20
2023
Q2 		$623K Hold
1,530
– – 0.49% 17
2023
Q1 		$575K Buy
1,530
+1
+0.1% +$367 0.49% 14
2022
Q4 		$537K Buy
+1,529
New +$540K 0.48% 14

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
FI
FJ Investments Salt Lake City, Utah $1.84B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Porter White Investment Advisors's VOO Position: Q2 2026 in Review

Porter White Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 3.1% in Q2 2026, buying an estimated $29.3K and bringing the position to 1,448 shares worth $995K. The position accounts for 0.38% of the portfolio, ranked #29.

Porter White Investment Advisors first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 2,624 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Porter White Investment Advisors held 1,448 shares of Vanguard S&P 500 ETF worth $995K as of Q2 2026.
  • Porter White Investment Advisors bought 44 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $29.3K.
  • Vanguard S&P 500 ETF made up 0.38% of Porter White Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • Porter White Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,624 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.