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

Ulland Investment 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 		$975K Buy
1,420
+10
+0.7% +$6.67K 0.72% 30
2026
Q1 		$843K Buy
1,410
+12
+0.9% +$7.5K 0.72% 29
2025
Q4 		$877K Sell
1,398
-15
-1% -$9.32K 0.7% 31
2025
Q3 		$865K Buy
1,413
+268
+23% +$158K 0.65% 32
2025
Q2 		$650K Sell
1,145
-61
-5% -$32.1K 0.5% 35
2025
Q1 		$620K Buy
1,206
+11
+0.9% +$5.95K 0.52% 37
2024
Q4 		$644K Buy
1,195
+195
+20% +$106K 0.41% 36
2024
Q3 		$528K Buy
1,000
+10
+1% +$5.08K 0.39% 38
2024
Q2 		$495K Buy
990
+15
+2% +$7.22K 0.34% 40
2024
Q1 		$469K Buy
975
+11
+1% +$5.03K 0.37% 41
2023
Q4 		$421K Sell
964
-149
-13% -$61K 0.42% 38
2023
Q3 		$437K Buy
1,113
+231
+26% +$94.5K 0.48% 35
2023
Q2 		$359K Buy
882
+15
+2% +$5.79K 0.37% 41
2023
Q1 		$326K Sell
867
-200
-19% -$73.3K 0.38% 43
2022
Q4 		$375K Buy
1,067
+36
+3% +$12.7K 0.45% 40
2022
Q3 		$338K Buy
1,031
+27
+3% +$9.86K 0.37% 43
2022
Q2 		$348K Buy
1,004
+20
+2% +$7.53K 0.36% 45
2022
Q1 		$409K Buy
984
+5
+0.5% +$2.05K 0.31% 48
2021
Q4 		$427K Buy
+979
New +$413K 0.27% 51

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

Ulland Investment Advisors's VOO Position: Q2 2026 in Review

Ulland Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.71% in Q2 2026, buying an estimated $6.67K and bringing the position to 1,420 shares worth $975K. The position accounts for 0.72% of the portfolio, ranked #30.

Ulland Investment Advisors first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 815 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Ulland Investment Advisors held 1,420 shares of Vanguard S&P 500 ETF worth $975K as of Q2 2026.
  • Ulland Investment Advisors bought 10 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $6.67K.
  • Vanguard S&P 500 ETF made up 0.72% of Ulland Investment Advisors's portfolio in Q2 2026, its #30 holding.
  • Ulland Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 815 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.