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Sterling Investment Advisors (Pennsylvania)’s Vanguard S&P 500 ETF VOO Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$771K Buy
1,123
+63
+6% +$42K 0.13% 119
2026
Q1 		$634K Buy
1,060
+27
+3% +$16.9K 0.11% 123
2025
Q4 		$648K Buy
1,033
+5
+0.5% +$3.11K 0.12% 125
2025
Q3 		$630K Hold
1,028
– – 0.12% 119
2025
Q2 		$584K Buy
1,028
+63
+7% +$33.1K 0.13% 120
2025
Q1 		$496K Sell
965
-3
-0.3% -$1.62K 0.12% 123
2024
Q4 		$522K Buy
+968
New +$524K 0.13% 107
2022
Q3 		– Sell
-94
Closed -$33K – 509
2022
Q2 		$33K Hold
94
– – 0.01% 273
2022
Q1 		$39K Buy
94
+14
+18% +$5.73K 0.01% 281
2021
Q4 		$35K Hold
80
– – 0.01% 296
2021
Q3 		$32K Buy
+80
New +$32.5K 0.01% 305

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s VOO Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its Vanguard S&P 500 ETF (VOO) stake by 5.9% in Q2 2026, buying an estimated $42K and bringing the position to 1,123 shares worth $771K. The position accounts for 0.13% of the portfolio, ranked #119.

Sterling Investment Advisors (Pennsylvania) first reported a position in VOO in Q3 2021 and has held it in 11 quarters since. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 1,123 shares of Vanguard S&P 500 ETF worth $771K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 63 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $42K.
  • Vanguard S&P 500 ETF made up 0.13% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #119 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 11 quarters since.
  • 3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.