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

Uptown 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	$504K	Hold	734	–	–	0.33%	43
2026 Q1	$439K	Hold	734	–	–	0.35%	39
2025 Q4	$460K	Hold	734	–	–	0.33%	41
2025 Q3	$449K	Sell	734 -14	-2%	-$8.25K	0.37%	40
2025 Q2	$425K	Hold	748	–	–	0.36%	41
2025 Q1	$384K	Sell	748 -6	-0.8%	-$3.24K	0.39%	37
2024 Q4	$406K	Buy	+754	New	+$408K	0.44%	35

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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 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

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Uptown Financial Advisors's VOO Position: Q2 2026 in Review

Uptown Financial Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 734 shares worth $504K. The position accounts for 0.33% of the portfolio, ranked #43.

Uptown Financial Advisors first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Uptown Financial Advisors held 734 shares of Vanguard S&P 500 ETF worth $504K as of Q2 2026.
Uptown Financial Advisors left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.33% of Uptown Financial Advisors's portfolio in Q2 2026, its #43 holding.
Uptown Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.