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

Sax Wealth 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	$14M	Buy	23,475 +11,517	+96%	+$7.68M	0.57%	31
2026 Q1	$7.5M	Sell	11,958 -721	-6%	-$451K	0.36%	50
2025 Q4	$7.95M	Buy	12,679 +285	+2%	+$177K	0.37%	50
2025 Q3	$7.59M	Sell	12,394 -630	-5%	-$371K	0.41%	42
2025 Q2	$7.4M	Sell	13,024 -1,563	-11%	-$821K	0.45%	37
2025 Q1	$7.5M	Buy	14,587 +4,529	+45%	+$2.45M	0.54%	30
2024 Q4	$5.42M	Buy	10,058 +777	+8%	+$421K	0.42%	39
2024 Q3	$4.9M	Buy	9,281 +122	+1%	+$62K	0.44%	34
2024 Q2	$4.58M	Buy	9,159 +223	+2%	+$107K	0.44%	35
2024 Q1	$4.3M	Buy	8,936 +2,688	+43%	+$1.23M	0.5%	26
2023 Q4	$2.73M	Buy	6,248 +411	+7%	+$168K	0.45%	42
2023 Q3	$2.29M	Buy	5,837 +202	+4%	+$82.6K	0.45%	41
2023 Q2	$2.29M	Sell	5,635 -335	-6%	-$129K	0.46%	39
2023 Q1	$2.25M	Buy	5,970 +211	+4%	+$77.4K	0.49%	40
2022 Q4	$2.02M	Sell	5,759 -506	-8%	-$179K	0.47%	40
2022 Q3	$2.06M	Buy	6,265 +66	+1%	+$24.1K	0.53%	35
2022 Q2	$2.15M	Buy	6,199 +854	+16%	+$322K	0.55%	36
2022 Q1	$2.22M	Sell	5,345 -248	-4%	-$102K	0.54%	38
2021 Q4	$2.44M	Sell	5,593 -21	-0.4%	-$8.87K	0.51%	39
2021 Q3	$2.21M	Buy	5,614 +10	+0.2%	+$4.06K	0.53%	39
2021 Q2	$2.21M	Buy	5,604 +270	+5%	+$104K	0.76%	35
2021 Q1	$1.94M	Sell	5,334 -42	-0.8%	-$14.9K	0.71%	37
2020 Q4	$1.85M	Buy	+5,376	New	+$1.75M	0.85%	34

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

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

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 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

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

Sax Wealth Advisors's VOO Position: Q2 2026 in Review

Sax Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 96% in Q2 2026, buying an estimated $7.68M and bringing the position to 23,475 shares worth $14M. The position accounts for 0.57% of the portfolio, ranked #31.

Sax Wealth Advisors first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. 1,006 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Sax Wealth Advisors held 23,475 shares of Vanguard S&P 500 ETF worth $14M as of Q2 2026.
Sax Wealth Advisors bought 11,517 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $7.68M.
Vanguard S&P 500 ETF made up 0.57% of Sax Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Sax Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
1,006 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.