TA
VOO icon

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

TrueWealth 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 		$512K Hold
745
– – 0.12% 142
2026
Q1 		$445K Sell
745
-9
-1% -$5.63K 0.11% 152
2025
Q4 		$473K Buy
754
+1
+0.1% +$621 0.12% 139
2025
Q3 		$461K Hold
753
– – 0.12% 140
2025
Q2 		$428K Hold
753
– – 0.13% 140
2025
Q1 		$387K Buy
753
+1
+0.1% +$541 0.13% 135
2024
Q4 		$405K Hold
752
– – 0.14% 140
2024
Q3 		$397K Buy
752
+1
+0.1% +$508 0.13% 139
2024
Q2 		$376K Hold
751
– – 0.14% 119
2024
Q1 		$361K Hold
751
– – 0.14% 119
2023
Q4 		$328K Buy
+751
New +$307K 0.13% 130
2021
Q2 		– Sell
-635
Closed -$241K – 140
2021
Q1 		$241K Buy
+635
New +$225K 0.16% 105

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

TrueWealth Advisors's VOO Position: Q2 2026 in Review

TrueWealth Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 745 shares worth $512K. The position accounts for 0.12% of the portfolio, ranked #142.

TrueWealth Advisors first reported a position in VOO in Q1 2021 and has held it in 12 quarters since. 939 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • TrueWealth Advisors held 745 shares of Vanguard S&P 500 ETF worth $512K as of Q2 2026.
  • TrueWealth Advisors left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.12% of TrueWealth Advisors's portfolio in Q2 2026, its #142 holding.
  • TrueWealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 12 quarters since.
  • 939 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.