Sincerus Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Sincerus 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	$676K	Buy	985 +9	+0.9%	+$6K	0.46%	42
2026 Q1	$583K	Buy	976 +445	+84%	+$278K	0.44%	42
2025 Q4	$333K	Buy	531 +3	+0.6%	+$1.86K	0.27%	56
2025 Q3	$323K	Sell	528 -92	-15%	-$54.2K	0.28%	55
2025 Q2	$363K	Buy	620 +223	+56%	+$117K	0.34%	49
2025 Q1	$204K	Buy	397 +6	+2%	+$3.24K	0.22%	62
2024 Q4	$211K	Buy	+391	New	+$212K	0.23%	60

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

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

Sincerus Advisory's VOO Position: Q2 2026 in Review

Sincerus Advisory increased its Vanguard S&P 500 ETF (VOO) stake by 0.92% in Q2 2026, buying an estimated $6K and bringing the position to 985 shares worth $676K. The position accounts for 0.46% of the portfolio, ranked #42.

Sincerus Advisory first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Sincerus Advisory held 985 shares of Vanguard S&P 500 ETF worth $676K as of Q2 2026.
Sincerus Advisory bought 9 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $6K.
Vanguard S&P 500 ETF made up 0.46% of Sincerus Advisory's portfolio in Q2 2026, its #42 holding.
Sincerus Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.