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

River Street 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 		$558K Hold
812
– – 0.16% 111
2026
Q1 		$485K Hold
812
– – 0.16% 114
2025
Q4 		$509K Hold
812
– – 0.19% 106
2025
Q3 		$497K Hold
812
– – 0.19% 105
2025
Q2 		$461K Sell
812
-101
-11% -$53.1K 0.2% 106
2025
Q1 		$469K Sell
913
-183
-17% -$98.9K 0.23% 96
2024
Q4 		$591K Buy
1,096
+183
+20% +$99.1K 0.3% 79
2024
Q3 		$482K Sell
913
-392
-30% -$199K 0.26% 93
2024
Q2 		$653K Hold
1,305
– – 0.4% 71
2024
Q1 		$627K Hold
1,305
– – 0.42% 68
2023
Q4 		$570K Buy
1,305
+57
+5% +$23.3K 0.45% 64
2023
Q3 		$490K Hold
1,248
– – 0.46% 67
2023
Q2 		$508K Sell
1,248
-82
-6% -$31.6K 0.48% 66
2023
Q1 		$500K Sell
1,330
-55
-4% -$20.2K 0.49% 67
2022
Q4 		$487K Buy
+1,385
New +$489K 0.52% 67

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
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

River Street Advisors's VOO Position: Q2 2026 in Review

River Street Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 812 shares worth $558K. The position accounts for 0.16% of the portfolio, ranked #111.

River Street Advisors first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $653K in Q2 2024. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • River Street Advisors held 812 shares of Vanguard S&P 500 ETF worth $558K as of Q2 2026.
  • River Street Advisors left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.16% of River Street Advisors's portfolio in Q2 2026, its #111 holding.
  • River Street Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • River Street Advisors's Vanguard S&P 500 ETF position peaked at $653K in Q2 2024.
  • 1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.