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Ritter Daniher Financial Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Ritter Daniher Financial Advisory’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 		$13.8M Buy
20,105
+398
+2% +$265K 2.1% 10
2026
Q1 		$11.8M Sell
19,707
-85
-0.4% -$53.2K 2% 10
2025
Q4 		$12.4M Sell
19,792
-69
-0.3% -$42.9K 2.08% 10
2025
Q3 		$12.2M Buy
19,861
+18,057
+1,001% +$10.6M 2.14% 11
2025
Q2 		$1.02M Buy
1,804
+1
+0.1% +$526 0.25% 35
2025
Q1 		$927K Sell
1,803
-4
-0.2% -$2.16K 0.25% 34
2024
Q4 		$974K Sell
1,807
-100
-5% -$54.2K 0.27% 33
2024
Q3 		$1.01M Hold
1,907
– – 0.29% 30
2024
Q2 		$954K Sell
1,907
-35
-2% -$16.8K 0.3% 28
2024
Q1 		$934K Sell
1,942
-93
-5% -$42.6K 0.31% 28
2023
Q4 		$889K Sell
2,035
-100
-5% -$40.9K 0.33% 27
2023
Q3 		$838K Sell
2,135
-4
-0.2% -$1.64K 0.35% 24
2023
Q2 		$871K Sell
2,139
-9
-0.4% -$3.47K 0.36% 25
2023
Q1 		$808K Sell
2,148
-253
-11% -$92.8K 0.36% 28
2022
Q4 		$844K Buy
2,401
+429
+22% +$152K 0.4% 27
2022
Q3 		$647K Buy
1,972
+549
+39% +$201K 0.46% 29
2022
Q2 		$494K Buy
1,423
+160
+13% +$60.3K 0.35% 34
2022
Q1 		$524K Sell
1,263
-62
-5% -$25.4K 0.36% 31
2021
Q4 		$578K Sell
1,325
-50
-4% -$21.1K 0.39% 29
2021
Q3 		$542K Sell
1,375
-112
-8% -$45.4K 0.4% 26
2021
Q2 		$585K Hold
1,487
– – 0.44% 26
2021
Q1 		$542K Sell
1,487
-3
-0.2% -$1.06K 0.43% 25
2020
Q4 		$512K Buy
+1,490
New +$486K 0.44% 24

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ritter Daniher Financial Advisory's VOO Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its Vanguard S&P 500 ETF (VOO) stake by 2% in Q2 2026, buying an estimated $265K and bringing the position to 20,105 shares worth $13.8M. The position accounts for 2.1% of the portfolio, ranked #10.

Ritter Daniher Financial Advisory first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Ritter Daniher Financial Advisory held 20,105 shares of Vanguard S&P 500 ETF worth $13.8M as of Q2 2026.
  • Ritter Daniher Financial Advisory bought 398 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $265K.
  • Vanguard S&P 500 ETF made up 2.1% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #10 holding.
  • Ritter Daniher Financial Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.