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Sunburst Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Sunburst Financial Group’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 		$11.6M Sell
16,835
-7
-0% -$4.67K 1.87% 15
2026
Q1 		$10.1M Sell
16,842
-23
-0.1% -$14.4K 1.85% 15
2025
Q4 		$10.6M Sell
16,865
-205
-1% -$127K 2.14% 12
2025
Q3 		$10.5M Buy
17,070
+5
+0% +$2.95K 2.2% 12
2025
Q2 		$9.69M Sell
17,065
-25
-0.1% -$13.1K 2.17% 11
2025
Q1 		$8.78M Sell
17,090
-92
-0.5% -$49.7K 2.16% 11
2024
Q4 		$9.26M Sell
17,182
-3,635
-17% -$1.97M 2.29% 11
2024
Q3 		$11M Sell
20,817
-120
-0.6% -$61K 2.79% 10
2024
Q2 		$10.5M Sell
20,937
-96
-0.5% -$46.2K 2.84% 10
2024
Q1 		$10.1M Sell
21,033
-197
-0.9% -$90.2K 2.86% 8
2023
Q4 		$9.27M Sell
21,230
-79
-0.4% -$32.3K 2.87% 9
2023
Q3 		$8.37M Hold
21,309
– – 2.95% 10
2023
Q2 		$8.68M Sell
21,309
-7
-0% -$2.7K 3.03% 10
2023
Q1 		$8.02M Sell
21,316
-254
-1% -$93.2K 2.96% 10
2022
Q4 		$7.58M Sell
21,570
-68
-0.3% -$24K 3.02% 9
2022
Q3 		$7.1M Sell
21,638
-345
-2% -$126K 3.44% 8
2022
Q2 		$7.63M Sell
21,983
-608
-3% -$229K 3.66% 8
2022
Q1 		$9.38M Sell
22,591
-40
-0.2% -$16.4K 4.63% 6
2021
Q4 		$9.88M Sell
22,631
-2,308
-9% -$974K 5.01% 6
2021
Q3 		$9.84M Sell
24,939
-8
-0% -$3.25K 6.1% 5
2021
Q2 		$9.82M Sell
24,947
-158
-0.6% -$60.6K 6.25% 6
2021
Q1 		$9.15M Buy
25,105
+429
+2% +$152K 6.37% 6
2020
Q4 		$8.48M Sell
24,676
-462
-2% -$151K 6.39% 6
2020
Q3 		$7.73M Sell
25,138
-1,073
-4% -$327K 6.54% 6
2020
Q2 		$7.43M Sell
26,211
-548
-2% -$148K 6.73% 7
2020
Q1 		$6.34M Sell
26,759
-1,674
-6% -$469K 6.7% 7
2019
Q4 		$8.41M Buy
+28,433
New +$8.04M 7.34% 6

Other funds holding VOO

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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Sunburst Financial Group's VOO Position: Q2 2026 in Review

Sunburst Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 0.04% in Q2 2026, selling an estimated $4.67K and leaving 16,835 shares worth $11.6M. The position accounts for 1.87% of the portfolio, ranked #15.

Sunburst Financial Group first reported a position in VOO in Q4 2019 and has held it in 27 quarters since. 767 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Sunburst Financial Group held 16,835 shares of Vanguard S&P 500 ETF worth $11.6M as of Q2 2026.
  • Sunburst Financial Group sold 7 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4.67K.
  • Vanguard S&P 500 ETF made up 1.87% of Sunburst Financial Group's portfolio in Q2 2026, its #15 holding.
  • Sunburst Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 767 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.