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United Asset Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

United Asset Strategies’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 		$1.62M Buy
2,353
+1,354
+136% +$903K 0.11% 116
2026
Q1 		$597K Buy
999
+50
+5% +$31.3K 0.05% 184
2025
Q4 		$595K Buy
949
+392
+70% +$244K 0.05% 187
2025
Q3 		$341K Sell
557
-69
-11% -$40.7K 0.03% 212
2025
Q2 		$355K Buy
626
+63
+11% +$33.1K 0.03% 208
2025
Q1 		$289K Sell
563
-21
-4% -$11.4K 0.03% 213
2024
Q4 		$315K Buy
584
+88
+18% +$47.7K 0.03% 202
2024
Q3 		$262K Buy
496
+5
+1% +$2.54K 0.02% 212
2024
Q2 		$245K Sell
491
-20
-4% -$9.62K 0.02% 208
2024
Q1 		$246K Buy
+511
New +$234K 0.02% 214

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

United Asset Strategies's VOO Position: Q2 2026 in Review

United Asset Strategies increased its Vanguard S&P 500 ETF (VOO) stake by 136% in Q2 2026, buying an estimated $903K and bringing the position to 2,353 shares worth $1.62M. The position accounts for 0.11% of the portfolio, ranked #116.

United Asset Strategies first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 2,244 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • United Asset Strategies held 2,353 shares of Vanguard S&P 500 ETF worth $1.62M as of Q2 2026.
  • United Asset Strategies bought 1,354 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $903K.
  • Vanguard S&P 500 ETF made up 0.11% of United Asset Strategies's portfolio in Q2 2026, its #116 holding.
  • United Asset Strategies first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,244 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.