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Stolper & Co’s Vanguard S&P 500 ETF VOO Stock Holding History

Stolper & Co’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 		$322K Sell
469
-30,620
-98% -$20.4M 0.08% 84
2026
Q1 		$3.29M Buy
31,089
+30,620
+6,529% +$19.1M 0.93% 35
2025
Q4 		$294K Sell
469
-7
-1% -$4.35K 0.09% 86
2025
Q3 		$291K Hold
476
– – 0.09% 86
2025
Q2 		$270K Sell
476
-4
-0.8% -$2.1K 0.09% 87
2025
Q1 		$247K Hold
480
– – 0.08% 85
2024
Q4 		$259K Sell
480
-9
-2% -$4.88K 0.09% 86
2024
Q3 		$258K Sell
489
-13
-3% -$6.61K 0.08% 85
2024
Q2 		$251K Sell
502
-18
-3% -$8.66K 0.09% 85
2024
Q1 		$250K Hold
520
– – 0.09% 85
2023
Q4 		$227K Sell
520
-6
-1% -$2.46K 0.09% 85
2023
Q3 		$207K Hold
526
– – 0.09% 84
2023
Q2 		$214K Sell
526
-14
-3% -$5.4K 0.09% 85
2023
Q1 		$203K Sell
540
-131
-20% -$48K 0.09% 85
2022
Q4 		$236K Hold
671
– – 0.1% 82
2022
Q3 		$220K Hold
671
– – 0.11% 80
2022
Q2 		$233K Hold
671
– – 0.11% 81
2022
Q1 		$279K Buy
671
+111
+20% +$45.4K 0.12% 80
2021
Q4 		$244K Hold
560
– – 0.11% 80
2021
Q3 		$221K Sell
560
-9
-2% -$3.65K 0.11% 82
2021
Q2 		$224K Sell
569
-4
-0.7% -$1.53K 0.11% 86
2021
Q1 		$209K Buy
+573
New +$203K 0.11% 86
2020
Q4 		– Sell
-744
Closed -$229K – 91
2020
Q3 		$229K Sell
744
-16
-2% -$4.87K 0.15% 82
2020
Q2 		$215K Buy
+760
New +$205K 0.14% 81

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

Stolper & Co's VOO Position: Q2 2026 in Review

Stolper & Co reduced its Vanguard S&P 500 ETF (VOO) stake by 98% in Q2 2026, selling an estimated $20.4M and leaving 469 shares worth $322K. The position accounts for 0.08% of the portfolio, ranked #84.

Stolper & Co first reported a position in VOO in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.29M in Q1 2026. 905 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Stolper & Co held 469 shares of Vanguard S&P 500 ETF worth $322K as of Q2 2026.
  • Stolper & Co sold 30,620 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $20.4M.
  • Vanguard S&P 500 ETF made up 0.08% of Stolper & Co's portfolio in Q2 2026, its #84 holding.
  • Stolper & Co first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 24 quarters since.
  • Stolper & Co's Vanguard S&P 500 ETF position peaked at $3.29M in Q1 2026.
  • 905 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.