Procyon Advisors
VOO icon

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

Procyon 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
Q3 		$4.78M Buy
6,820
+559
+9% +$390K 0.2% 117
2026
Q2 		$4.3M Buy
6,261
+575
+10% +$383K 0.19% 126
2026
Q1 		$3.4M Buy
5,686
+2,243
+65% +$1.4M 0.17% 129
2025
Q4 		$2.16M Buy
3,443
+262
+8% +$163K 0.11% 170
2025
Q3 		$1.95M Buy
3,181
+404
+15% +$238K 0.12% 150
2025
Q2 		$1.58M Sell
2,777
-2,102
-43% -$1.1M 0.15% 139
2025
Q1 		$2.51M Buy
4,879
+1,530
+46% +$827K 0.15% 148
2024
Q4 		$1.8M Buy
3,349
+984
+42% +$533K 0.11% 180
2024
Q3 		$1.25M Sell
2,365
-4,246
-64% -$2.16M 0.09% 211
2024
Q2 		$3.31M Buy
6,611
+830
+14% +$399K 0.25% 93
2024
Q1 		$2.78M Buy
5,781
+1,075
+23% +$492K 0.22% 111
2023
Q4 		$2.06M Sell
4,706
-5,865
-55% -$2.4M 0.17% 133
2023
Q3 		$4.15M Buy
10,571
+487
+5% +$199K 0.43% 57
2023
Q2 		$4.11M Buy
10,084
+8,060
+398% +$3.11M 0.52% 45
2023
Q1 		$761K Sell
2,024
-1,839
-48% -$674K 0.13% 162
2022
Q4 		$1.36M Buy
3,863
+2,379
+160% +$840K 0.25% 96
2022
Q3 		$488K Buy
1,484
+30
+2% +$11K 0.12% 170
2022
Q2 		$505K Sell
1,454
-38
-3% -$14.3K 0.11% 180
2022
Q1 		$619K Buy
1,492
+53
+4% +$21.7K 0.13% 153
2021
Q4 		$628K Buy
1,439
+4
+0.3% +$1.69K 0.13% 152
2021
Q3 		$566K Buy
+1,435
New +$582K 0.14% 139
2020
Q3 		– Sell
-571
Closed -$162K – 1029
2020
Q2 		$162K Hold
571
– – 0.09% 219
2020
Q1 		$135K Sell
571
-20
-3% -$5.6K 0.09% 205
2019
Q4 		$175K Buy
+591
New +$167K 0.11% 185

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Procyon Advisors's VOO Position: Q3 2026 in Review

Procyon Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 8.9% in Q3 2026, buying an estimated $390K and bringing the position to 6,820 shares worth $4.78M. The position accounts for 0.2% of the portfolio, ranked #117.

Procyon Advisors first reported a position in VOO in Q4 2019 and has held it in 24 quarters since. 1,672 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Procyon Advisors held 6,820 shares of Vanguard S&P 500 ETF worth $4.78M as of Q3 2026.
  • Procyon Advisors bought 559 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $390K.
  • Vanguard S&P 500 ETF made up 0.2% of Procyon Advisors's portfolio in Q3 2026, its #117 holding.
  • Procyon Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 24 quarters since.
  • 1,672 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.