True Link Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

True Link Financial 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	$554K	Sell	806 -69	-8%	-$46K	0.03%	45
2026 Q1	$523K	Buy	875 +137	+19%	+$85.7K	0.03%	43
2025 Q4	$463K	Buy	738 +88	+14%	+$54.7K	0.03%	58
2025 Q3	$398K	Buy	650 +65	+11%	+$38.3K	0.03%	59
2025 Q2	$332K	Sell	585 -222	-28%	-$117K	0.02%	62
2025 Q1	$415K	Buy	+807	New	+$436K	0.03%	61
2022 Q4	–	Sell	-638	Closed	-$209K	–	129
2022 Q3	$209K	Buy	+638	New	+$233K	0.03%	126
2022 Q1	–	Sell	-3,474	Closed	-$1.52M	–	276
2021 Q4	$1.52M	Buy	3,474 +475	+16%	+$201K	0.2%	54
2021 Q3	$1.18M	Buy	2,999 +2,644	+745%	+$1.07M	0.16%	61
2021 Q2	$140K	Hold	355	–	–	0.02%	262
2021 Q1	$129K	Hold	355	–	–	0.02%	326
2020 Q4	$122K	Buy	+355	New	+$116K	0.02%	351

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

True Link Financial Advisors's VOO Position: Q2 2026 in Review

True Link Financial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 7.9% in Q2 2026, selling an estimated $46K and leaving 806 shares worth $554K. The position accounts for 0.03% of the portfolio, ranked #45.

True Link Financial Advisors first reported a position in VOO in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.52M in Q4 2021. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

True Link Financial Advisors held 806 shares of Vanguard S&P 500 ETF worth $554K as of Q2 2026.
True Link Financial Advisors sold 69 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $46K.
Vanguard S&P 500 ETF made up 0.03% of True Link Financial Advisors's portfolio in Q2 2026, its #45 holding.
True Link Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 12 quarters since.
True Link Financial Advisors's Vanguard S&P 500 ETF position peaked at $1.52M in Q4 2021.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.