Sound Stewardship’s Vanguard S&P 500 ETF VOO Stock Holding History

Sound Stewardship’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	$423K	Buy	616 +5	+0.8%	+$3.33K	0.17%	47
2026 Q1	$365K	Hold	611	–	–	0.17%	48
2025 Q4	$383K	Buy	611 +1	+0.2%	+$621	0.18%	49
2025 Q3	$373K	Sell	610 -2	-0.3%	-$1.18K	0.18%	51
2025 Q2	$348K	Sell	612 -3	-0.5%	-$1.58K	0.18%	51
2025 Q1	$316K	Sell	615 -41	-6%	-$22.2K	0.18%	49
2024 Q4	$354K	Sell	656 -6	-0.9%	-$3.25K	0.21%	45
2024 Q3	$349K	Sell	662 -28	-4%	-$14.2K	0.2%	45
2024 Q2	$345K	Hold	690	–	–	0.21%	45
2024 Q1	$332K	Sell	690 -5	-0.7%	-$2.29K	0.2%	47
2023 Q4	$304K	Sell	695 -6	-0.9%	-$2.46K	0.2%	54
2023 Q3	$275K	Sell	701 -105	-13%	-$42.9K	0.18%	59
2023 Q2	$328K	Buy	806 +90	+13%	+$34.7K	0.22%	54
2023 Q1	$269K	Sell	716 -62	-8%	-$22.7K	0.18%	56
2022 Q4	$273K	Buy	+778	New	+$275K	0.2%	52

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return