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Toth Financial Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Toth Financial Advisory’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 		$2.43M Sell
3,532
-65
-2% -$43.3K 0.24% 99
2026
Q1 		$2.15M Buy
3,597
+596
+20% +$373K 0.24% 95
2025
Q4 		$1.88M Buy
3,001
+156
+5% +$96.9K 0.2% 100
2025
Q3 		$1.74M Buy
2,845
+896
+46% +$528K 0.19% 106
2025
Q2 		$1.11M Sell
1,949
-123
-6% -$64.6K 0.13% 119
2025
Q1 		$1.06M Buy
2,072
+11
+0.5% +$5.95K 0.13% 118
2024
Q4 		$1.11M Buy
2,061
+12
+0.6% +$6.5K 0.13% 120
2024
Q3 		$1.08M Sell
2,049
-19
-0.9% -$9.66K 0.13% 119
2024
Q2 		$1.03M Sell
2,068
-102
-5% -$49.1K 0.13% 119
2024
Q1 		$1.04M Sell
2,170
-179
-8% -$81.9K 0.13% 121
2023
Q4 		$1.03M Buy
2,349
+384
+20% +$157K 0.14% 112
2023
Q3 		$772K Buy
1,965
+6
+0.3% +$2.45K 0.12% 126
2023
Q2 		$798K Sell
1,959
-32
-2% -$12.3K 0.12% 126
2023
Q1 		$749K Buy
1,991
+1
+0.1% +$367 0.12% 127
2022
Q4 		$699K Sell
1,990
-5
-0.3% -$1.77K 0.11% 128
2022
Q3 		$655K Buy
1,995
+62
+3% +$22.6K 0.12% 120
2022
Q2 		$671K Buy
1,933
+171
+10% +$64.4K 0.12% 122
2022
Q1 		$732K Sell
1,762
-82
-4% -$33.6K 0.11% 137
2021
Q4 		$805K Sell
1,844
-179
-9% -$75.6K 0.11% 143
2021
Q3 		$798K Sell
2,023
-370
-15% -$150K 0.12% 126
2021
Q2 		$942K Sell
2,393
-593
-20% -$228K 0.14% 114
2021
Q1 		$1.09M Sell
2,986
-881
-23% -$312K 0.17% 104
2020
Q4 		$1.33M Sell
3,867
-1,168
-23% -$381K 0.23% 91
2020
Q3 		$1.55M Buy
5,035
+164
+3% +$50K 0.3% 82
2020
Q2 		$1.38M Buy
4,871
+4,616
+1,810% +$1.24M 0.3% 81
2020
Q1 		$60K Buy
255
+64
+34% +$17.9K 0.02% 172
2019
Q4 		$56K Buy
+191
New +$54K 0.01% 210
2019
Q1 		– Sell
-12
Closed -$3K – 455
2018
Q4 		$3K Buy
+12
New +$2.97K ﹤0.01% 364

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
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Toth Financial Advisory's VOO Position: Q2 2026 in Review

Toth Financial Advisory reduced its Vanguard S&P 500 ETF (VOO) stake by 1.8% in Q2 2026, selling an estimated $43.3K and leaving 3,532 shares worth $2.43M. The position accounts for 0.24% of the portfolio, ranked #99.

Toth Financial Advisory first reported a position in VOO in Q4 2018 and has held it in 28 quarters since. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Toth Financial Advisory held 3,532 shares of Vanguard S&P 500 ETF worth $2.43M as of Q2 2026.
  • Toth Financial Advisory sold 65 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $43.3K.
  • Vanguard S&P 500 ETF made up 0.24% of Toth Financial Advisory's portfolio in Q2 2026, its #99 holding.
  • Toth Financial Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 28 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.