SA
VOO icon

Sunesis Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Sunesis Advisors’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 		$2.04M Sell
2,965
-44
-1% -$29.3K 0.84% 18
2026
Q1 		$1.8M Sell
3,009
-14
-0.5% -$8.76K 0.81% 19
2025
Q4 		$1.9M Sell
3,023
-62
-2% -$38.5K 0.86% 19
2025
Q3 		$1.89M Buy
+3,085
New +$1.82M 0.88% 19
2025
Q1 		$1.85M Hold
3,599
– – 1% 17
2024
Q4 		$1.94M Buy
3,599
+1
+0% +$542 1.18% 14
2024
Q3 		$1.9M Buy
3,598
+494
+16% +$251K 1.15% 14
2024
Q2 		$1.55M Hold
3,104
– – 0.92% 20
2024
Q1 		$1.49M Hold
3,104
– – 0.87% 20
2023
Q4 		$1.36M Hold
3,104
– – 0.83% 23
2023
Q3 		$1.22M Buy
+3,104
New +$1.27M 0.86% 19
2023
Q1 		$1.17M Buy
+3,104
New +$1.14M 0.84% 20

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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Sunesis Advisors's VOO Position: Q2 2026 in Review

Sunesis Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1.5% in Q2 2026, selling an estimated $29.3K and leaving 2,965 shares worth $2.04M. The position accounts for 0.84% of the portfolio, ranked #18.

Sunesis Advisors first reported a position in VOO in Q1 2023 and has held it in 12 quarters since. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Sunesis Advisors held 2,965 shares of Vanguard S&P 500 ETF worth $2.04M as of Q2 2026.
  • Sunesis Advisors sold 44 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $29.3K.
  • Vanguard S&P 500 ETF made up 0.84% of Sunesis Advisors's portfolio in Q2 2026, its #18 holding.
  • Sunesis Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 12 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.