UWM
VOO icon

USAdvisors Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

USAdvisors Wealth Management’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 		$1.05M Buy
1,531
+339
+28% +$226K 0.3% 67
2026
Q1 		$692K Buy
1,192
+212
+22% +$133K 0.23% 74
2025
Q4 		$614K Sell
980
-58
-6% -$36K 0.2% 76
2025
Q3 		$636K Buy
1,038
+24
+2% +$14.1K 0.22% 76
2025
Q2 		$576K Sell
1,014
-46
-4% -$24.2K 0.21% 76
2025
Q1 		$545K Sell
1,060
-69
-6% -$37.3K 0.19% 76
2024
Q4 		$608K Buy
1,129
+11
+1% +$5.96K 0.2% 77
2024
Q3 		$587K Buy
1,118
+18
+2% +$9.15K 0.21% 76
2024
Q2 		$550K Sell
1,100
-4,676
-81% -$2.25M 0.19% 76
2024
Q1 		$2.78M Buy
5,776
+5,166
+847% +$2.36M 1.05% 32
2023
Q4 		$266K Buy
+610
New +$250K 0.11% 106
2019
Q3 		– Sell
-5,319
Closed -$1.43K – 67
2019
Q2 		$1.43K Buy
5,319
+190
+4% +$50.3K 0.61% 18
2019
Q1 		$1.33M Buy
5,129
+411
+9% +$103K 0.95% 16
2018
Q4 		$1.08M Buy
+4,718
New +$1.17M 0.89% 17

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

USAdvisors Wealth Management's VOO Position: Q2 2026 in Review

USAdvisors Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 28% in Q2 2026, buying an estimated $226K and bringing the position to 1,531 shares worth $1.05M. The position accounts for 0.3% of the portfolio, ranked #67.

USAdvisors Wealth Management first reported a position in VOO in Q4 2018 and has held it in 14 quarters since. The position peaked at $2.78M in Q1 2024. 2,080 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • USAdvisors Wealth Management held 1,531 shares of Vanguard S&P 500 ETF worth $1.05M as of Q2 2026.
  • USAdvisors Wealth Management bought 339 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $226K.
  • Vanguard S&P 500 ETF made up 0.3% of USAdvisors Wealth Management's portfolio in Q2 2026, its #67 holding.
  • USAdvisors Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 14 quarters since.
  • USAdvisors Wealth Management's Vanguard S&P 500 ETF position peaked at $2.78M in Q1 2024.
  • 2,080 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.