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Trust Point Inc’s Vanguard S&P 500 ETF VOO Stock Holding History

Trust Point Inc’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 		$5.35M Buy
7,794
+849
+12% +$566K 0.45% 32
2026
Q1 		$4.15M Sell
6,945
-4,378
-39% -$2.74M 0.36% 36
2025
Q4 		$7.1M Sell
11,323
-25
-0.2% -$15.5K 0.56% 26
2025
Q3 		$6.95M Buy
11,348
+392
+4% +$231K 0.56% 27
2025
Q2 		$6.22M Sell
10,956
-1,473
-12% -$774K 0.59% 25
2025
Q1 		$6.39M Buy
12,429
+357
+3% +$193K 0.58% 22
2024
Q4 		$6.5M Buy
12,072
+1,542
+15% +$835K 0.45% 28
2024
Q3 		$5.56M Buy
10,530
+307
+3% +$156K 0.42% 25
2024
Q2 		$5.11M Buy
10,223
+64
+0.6% +$30.8K 0.41% 26
2024
Q1 		$4.88M Buy
10,159
+42
+0.4% +$19.2K 0.38% 28
2023
Q4 		$4.42M Buy
+10,117
New +$4.14M 0.37% 28

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

Trust Point Inc's VOO Position: Q2 2026 in Review

Trust Point Inc increased its Vanguard S&P 500 ETF (VOO) stake by 12% in Q2 2026, buying an estimated $566K and bringing the position to 7,794 shares worth $5.35M. The position accounts for 0.45% of the portfolio, ranked #32.

Trust Point Inc first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.1M in Q4 2025. 916 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Trust Point Inc held 7,794 shares of Vanguard S&P 500 ETF worth $5.35M as of Q2 2026.
  • Trust Point Inc bought 849 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $566K.
  • Vanguard S&P 500 ETF made up 0.45% of Trust Point Inc's portfolio in Q2 2026, its #32 holding.
  • Trust Point Inc first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's Vanguard S&P 500 ETF position peaked at $7.1M in Q4 2025.
  • 916 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.