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

Resonant 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
Q1 		$12.9M Sell
21,596
-549
-2% -$343K 0.68% 35
2025
Q4 		$13.9M Sell
22,145
-288
-1% -$179K 0.76% 33
2025
Q3 		$13.8M Sell
22,433
-411
-2% -$242K 0.8% 30
2025
Q2 		$13M Buy
22,844
+1,192
+6% +$626K 0.83% 31
2025
Q1 		$11.1M Sell
21,652
-277
-1% -$150K 0.78% 34
2024
Q4 		$11.8M Sell
21,929
-340
-2% -$184K 0.86% 28
2024
Q3 		$11.8M Sell
22,269
-323
-1% -$164K 0.87% 28
2024
Q2 		$11.3M Sell
22,592
-327
-1% -$157K 0.92% 27
2024
Q1 		$11M Sell
22,919
-105
-0.5% -$48.1K 0.94% 26
2023
Q4 		$10.1M Buy
23,024
+2,629
+13% +$1.08M 0.97% 26
2023
Q3 		$8.04M Sell
20,395
-1,194
-6% -$488K 0.86% 30
2023
Q2 		$8.83M Sell
21,589
-3,572
-14% -$1.38M 0.96% 29
2023
Q1 		$9.46M Buy
25,161
+1,261
+5% +$462K 1.07% 24
2022
Q4 		$8.4M Buy
23,900
+3,333
+16% +$1.18M 1.05% 21
2022
Q3 		$6.78M Sell
20,567
-30
-0.1% -$11K 1.03% 25
2022
Q2 		$7.17M Buy
20,597
+9,308
+82% +$3.51M 1.12% 20
2022
Q1 		$4.7M Buy
11,289
+6,585
+140% +$2.7M 0.7% 33
2021
Q4 		$2.05M Sell
4,704
-247
-5% -$104K 0.31% 70
2021
Q3 		$1.96M Sell
4,951
-11
-0.2% -$4.46K 0.34% 68
2021
Q2 		$1.96M Sell
4,962
-1
-0% -$384 0.38% 61
2021
Q1 		$1.81M Sell
4,963
-6
-0.1% -$2.13K 0.37% 60
2020
Q4 		$1.71M Sell
4,969
-16
-0.3% -$5.22K 0.4% 53
2020
Q3 		$1.54M Sell
4,985
-117
-2% -$35.6K 0.44% 47
2020
Q2 		$1.45M Sell
5,102
-395
-7% -$106K 0.42% 51
2020
Q1 		$1.3M Buy
5,497
+674
+14% +$189K 0.47% 70
2019
Q4 		$1.43M Buy
+4,823
New +$1.36M 0.45% 69

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Resonant Capital Advisors's VOO Position: Q1 2026 in Review

Resonant Capital Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 2.5% in Q1 2026, selling an estimated $343K and leaving 21,596 shares worth $12.9M. The position accounts for 0.68% of the portfolio, ranked #35.

Resonant Capital Advisors first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. The position peaked at $13.9M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Resonant Capital Advisors held 21,596 shares of Vanguard S&P 500 ETF worth $12.9M as of Q1 2026.
  • Resonant Capital Advisors sold 549 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $343K.
  • Vanguard S&P 500 ETF made up 0.68% of Resonant Capital Advisors's portfolio in Q1 2026, its #35 holding.
  • Resonant Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • Resonant Capital Advisors's Vanguard S&P 500 ETF position peaked at $13.9M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.