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

Valeo 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 		$83.6M Buy
121,700
+6,307
+5% +$4.2M 1.76% 14
2026
Q1 		$69M Buy
115,393
+8,770
+8% +$5.48M 1.65% 15
2025
Q4 		$66.9M Sell
106,623
-3,127
-3% -$1.94M 1.49% 19
2025
Q3 		$67.2M Buy
109,750
+13,875
+14% +$8.18M 1.53% 16
2025
Q2 		$54.1M Sell
95,875
-806
-0.8% -$424K 1.33% 20
2025
Q1 		$49.7M Buy
96,681
+31,025
+47% +$16.8M 1.39% 19
2024
Q4 		$35.4M Buy
65,656
+5,309
+9% +$2.88M 0.98% 21
2024
Q3 		$31.8M Buy
60,347
+5,415
+10% +$2.75M 0.91% 20
2024
Q2 		$27.5M Buy
54,932
+11,659
+27% +$5.61M 0.86% 21
2024
Q1 		$20.1M Buy
43,273
+1,766
+4% +$808K 0.72% 22
2023
Q4 		$18.1M Buy
41,507
+1,357
+3% +$556K 0.73% 20
2023
Q3 		$15.8M Buy
40,150
+391
+1% +$160K 0.72% 21
2023
Q2 		$16.2M Sell
39,759
-2,586
-6% -$998K 0.74% 19
2023
Q1 		$15.9M Sell
42,345
-810
-2% -$297K 0.77% 19
2022
Q4 		$15.2M Buy
43,155
+12,170
+39% +$4.3M 0.83% 19
2022
Q3 		$10.2M Buy
30,985
+1,611
+5% +$588K 0.65% 23
2022
Q2 		$10.2M Sell
29,374
-3,334
-10% -$1.26M 0.64% 24
2022
Q1 		$13.6M Sell
32,708
-2,215
-6% -$907K 0.69% 23
2021
Q4 		$15.2M Buy
34,923
+11,240
+47% +$4.74M 0.83% 20
2021
Q3 		$9.34M Buy
23,683
+2,935
+14% +$1.19M 0.53% 30
2021
Q2 		$8.16M Buy
20,748
+1,395
+7% +$535K 0.5% 31
2021
Q1 		$7.05M Buy
19,353
+2,672
+16% +$948K 0.33% 40
2020
Q4 		$5.73M Buy
16,681
+1,305
+8% +$425K 0.29% 42
2020
Q3 		$4.73M Sell
15,376
-1,192
-7% -$363K 0.41% 35
2020
Q2 		$4.7M Buy
16,568
+2,105
+15% +$567K 0.43% 34
2020
Q1 		$3.69M Buy
14,463
+6,691
+86% +$1.87M 0.39% 40
2019
Q4 		$2.3M Buy
7,772
+1,299
+20% +$367K 0.22% 72
2019
Q3 		$1.76M Buy
6,473
+2,717
+72% +$737K 0.19% 77
2019
Q2 		$1.01M Buy
3,756
+508
+16% +$134K 0.12% 127
2019
Q1 		$843K Sell
3,248
-213
-6% -$53.2K 0.1% 138
2018
Q4 		$795K Buy
3,461
+1,321
+62% +$327K 0.11% 132
2018
Q3 		$532K Sell
2,140
-95
-4% -$24.9K 0.07% 172
2018
Q2 		$579K Buy
2,235
+1,809
+425% +$449K 0.08% 153
2018
Q1 		$103K Sell
426
-380
-47% -$95.3K 0.02% 363
2017
Q4 		$198K Buy
806
+792
+5,657% +$189K 0.03% 243
2017
Q3 		$3K Buy
+14
New +$3.17K ﹤0.01% 976

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
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Valeo Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 5.5% in Q2 2026, buying an estimated $4.2M and bringing the position to 121,700 shares worth $83.6M. The position accounts for 1.76% of the portfolio, ranked #14.

Valeo Financial Advisors first reported a position in VOO in Q3 2017 and has held it in 36 quarters since. 1,442 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Valeo Financial Advisors held 121,700 shares of Vanguard S&P 500 ETF worth $83.6M as of Q2 2026.
  • Valeo Financial Advisors bought 6,307 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4.2M.
  • Vanguard S&P 500 ETF made up 1.76% of Valeo Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • Valeo Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2017 and has held it in 36 quarters since.
  • 1,442 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.