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

TCI Wealth 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	$3.69M	Buy	5,379 +199	+4%	+$133K	0.16%	55
2026 Q1	$3.1M	Sell	5,180 -224	-4%	-$140K	0.16%	59
2025 Q4	$3.39M	Sell	5,404 -185	-3%	-$115K	0.19%	56
2025 Q3	$3.42M	Buy	5,589 +87	+2%	+$51.3K	0.2%	52
2025 Q2	$3.13M	Buy	5,502 +775	+16%	+$407K	0.21%	49
2025 Q1	$2.43M	Sell	4,727 -162	-3%	-$87.6K	0.19%	46
2024 Q4	$2.63M	Sell	4,889 -58	-1%	-$31.4K	0.22%	42
2024 Q3	$2.61M	Sell	4,947 -49	-1%	-$24.9K	0.22%	44
2024 Q2	$2.5M	Sell	4,996 -1,035	-17%	-$498K	0.24%	45
2024 Q1	$2.9M	Buy	6,031 +1,194	+25%	+$546K	0.29%	43
2023 Q4	$2.11M	Sell	4,837 -488	-9%	-$200K	0.23%	46
2023 Q3	$2.09M	Buy	5,325 +835	+19%	+$341K	0.27%	43
2023 Q2	$1.83M	Sell	4,490 -312	-6%	-$120K	0.23%	46
2023 Q1	$1.81M	Buy	4,802 +1,276	+36%	+$468K	0.23%	46
2022 Q4	$1.24M	Buy	3,526 +229	+7%	+$80.9K	0.17%	54
2022 Q3	$1.08M	Buy	3,297 +1	+0%	+$365	0.18%	53
2022 Q2	$1.14M	Buy	3,296 +571	+21%	+$215K	0.17%	55
2022 Q1	$1.13M	Buy	2,725 +213	+8%	+$87.2K	0.17%	58
2021 Q4	$1.1M	Buy	2,512 +48	+2%	+$20.3K	0.16%	63
2021 Q3	$972K	Buy	2,464 +41	+2%	+$16.6K	0.15%	67
2021 Q2	$954K	Buy	2,423 +307	+15%	+$118K	0.16%	65
2021 Q1	$771K	Sell	2,116 -234	-10%	-$83K	0.33%	63
2020 Q4	$808K	Buy	2,350 +263	+13%	+$85.7K	0.36%	62
2020 Q3	$642K	Buy	2,087 +57	+3%	+$17.4K	0.25%	68
2020 Q2	$575K	Sell	2,030 -920	-31%	-$248K	0.25%	70
2020 Q1	$699K	Buy	2,950 +2,001	+211%	+$561K	0.34%	60
2019 Q4	$281K	Buy	949 +7	+0.7%	+$1.98K	0.11%	135
2019 Q3	$257K	Buy	942 +151	+19%	+$41K	0.11%	122
2019 Q2	$213K	Sell	791 -259	-25%	-$68.5K	0.1%	137
2019 Q1	$272K	Buy	1,050 +20	+2%	+$5K	0.12%	122
2018 Q4	$237K	Buy	1,030 +289	+39%	+$71.6K	0.11%	129
2018 Q3	$198K	Sell	741 -280	-27%	-$73.3K	0.08%	148
2018 Q2	$255K	Sell	1,021 -24	-2%	-$5.96K	0.11%	131
2018 Q1	$253K	Sell	1,045 -72	-6%	-$18.1K	0.12%	123
2017 Q4	$274K	Sell	1,117 -43	-4%	-$10.3K	0.12%	129
2017 Q3	$268K	Buy	1,160 +238	+26%	+$53.9K	0.13%	114
2017 Q2	$205K	Buy	922 +239	+35%	+$52.6K	0.1%	129
2017 Q1	$148K	Buy	683 +563	+469%	+$120K	0.08%	168
2016 Q4	$25K	Hold	120	–	–	0.01%	447
2016 Q3	$24K	Sell	120 -6	-5%	-$1.19K	0.01%	416
2016 Q2	$24K	Sell	126 -68	-35%	-$12.9K	0.01%	410
2016 Q1	$37K	Hold	194	–	–	0.02%	341
2015 Q4	$36K	Sell	194 -202	-51%	-$38K	0.02%	343
2015 Q3	$70K	Hold	396	–	–	0.04%	236
2015 Q2	$75K	Buy	396 +202	+104%	+$38.9K	0.04%	227
2015 Q1	$37K	Hold	194	–	–	0.02%	267
2014 Q4	$37K	Hold	194	–	–	0.02%	279
2014 Q3	$35K	Sell	194 -28	-13%	-$5.08K	0.02%	264
2014 Q2	$40K	Buy	+222	New	+$38.7K	0.02%	264

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

TCI Wealth Advisors's VOO Position: Q2 2026 in Review

TCI Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 3.8% in Q2 2026, buying an estimated $133K and bringing the position to 5,379 shares worth $3.69M. The position accounts for 0.16% of the portfolio, ranked #55.

TCI Wealth Advisors first reported a position in VOO in Q2 2014 and has held it in 49 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

TCI Wealth Advisors held 5,379 shares of Vanguard S&P 500 ETF worth $3.69M as of Q2 2026.
TCI Wealth Advisors bought 199 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $133K.
Vanguard S&P 500 ETF made up 0.16% of TCI Wealth Advisors's portfolio in Q2 2026, its #55 holding.
TCI Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2014 and has held it in 49 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.