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

Purkiss Capital 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	$5.06M	Buy	7,368 +1,188	+19%	+$792K	1.93%	9
2026 Q1	$3.69M	Buy	6,180 +613	+11%	+$383K	1.62%	10
2025 Q4	$3.49M	Buy	5,567 +645	+13%	+$401K	1.64%	11
2025 Q3	$3.01M	Buy	4,922 +268	+6%	+$158K	1.44%	12
2025 Q2	$2.64M	Buy	4,654 +211	+5%	+$111K	1.47%	11
2025 Q1	$2.28M	Buy	4,443 +175	+4%	+$94.6K	1.72%	8
2024 Q4	$2.3M	Buy	+4,268	New	+$2.31M	1.99%	6

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

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Purkiss Capital Advisors's VOO Position: Q2 2026 in Review

Purkiss Capital Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 19% in Q2 2026, buying an estimated $792K and bringing the position to 7,368 shares worth $5.06M. The position accounts for 1.93% of the portfolio, ranked #9.

Purkiss Capital Advisors first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 1,975 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Purkiss Capital Advisors held 7,368 shares of Vanguard S&P 500 ETF worth $5.06M as of Q2 2026.
Purkiss Capital Advisors bought 1,188 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $792K.
Vanguard S&P 500 ETF made up 1.93% of Purkiss Capital Advisors's portfolio in Q2 2026, its #9 holding.
Purkiss Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,975 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.