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

SMI Advisory Services’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 		$675K Sell
978
-15
-2% -$10K 0.11% 34
2026
Q1 		$602K Sell
993
-363
-27% -$227K 0.1% 39
2025
Q4 		$867K Sell
1,356
-465
-26% -$289K 0.15% 27
2025
Q3 		$1.12M Sell
1,821
-57
-3% -$33.6K 0.21% 21
2025
Q2 		$1.08M Buy
+1,878
New +$987K 0.21% 20
2025
Q1 		– Sell
-1,975
Closed -$1.06M – 65
2024
Q4 		$1.06M Sell
1,975
-34
-2% -$18.4K 0.24% 31
2024
Q3 		$1.06M Buy
2,009
+5
+0.2% +$2.54K 0.23% 36
2024
Q2 		$1.02M Buy
+2,004
New +$964K 0.25% 38
2024
Q1 		– Sell
-2,528
Closed -$1.11M – 77
2023
Q4 		$1.11M Buy
2,528
+325
+15% +$133K 0.28% 22
2023
Q3 		$892K Buy
+2,203
New +$901K 0.33% 23
2023
Q1 		$940K Sell
2,675
-28
-1% -$10.3K 0.31% 20
2022
Q4 		$887K Hold
2,703
– – 0.29% 20
2022
Q3 		$887K Sell
2,703
-95
-3% -$34.7K 0.29% 20
2022
Q2 		$970K Buy
2,798
+486
+21% +$183K 0.35% 18
2022
Q1 		$960K Sell
2,312
-74
-3% -$30.3K 0.34% 18
2021
Q4 		$1.04M Sell
2,386
-32
-1% -$13.5K 0.4% 20
2021
Q3 		$954K Sell
2,418
-200
-8% -$81.1K 0.43% 15
2021
Q2 		$1.03M Sell
2,618
-70
-3% -$26.9K 0.44% 15
2021
Q1 		$979K Buy
+2,688
New +$953K 0.44% 17

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

SMI Advisory Services's VOO Position: Q2 2026 in Review

SMI Advisory Services reduced its Vanguard S&P 500 ETF (VOO) stake by 1.5% in Q2 2026, selling an estimated $10K and leaving 978 shares worth $675K. The position accounts for 0.11% of the portfolio, ranked #34.

SMI Advisory Services first reported a position in VOO in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.12M in Q3 2025. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • SMI Advisory Services held 978 shares of Vanguard S&P 500 ETF worth $675K as of Q2 2026.
  • SMI Advisory Services sold 15 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $10K.
  • Vanguard S&P 500 ETF made up 0.11% of SMI Advisory Services's portfolio in Q2 2026, its #34 holding.
  • SMI Advisory Services first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 19 quarters since.
  • SMI Advisory Services's Vanguard S&P 500 ETF position peaked at $1.12M in Q3 2025.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.