Valmark Advisers’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $300M | Sell |
501,676
-77,827
| -13% | -$48.7M | 3.56% | 6 |
|
|
2025
Q4 | $363M | Buy |
579,503
+13,394
| +2% | +$8.32M | 4.48% | 5 |
|
|
2025
Q3 | $347M | Buy |
566,109
+7,463
| +1% | +$4.4M | 4.48% | 5 |
|
|
2025
Q2 | $317M | Sell |
558,646
-5,230
| -0.9% | -$2.75M | 4.42% | 5 |
|
|
2025
Q1 | $290M | Buy |
563,876
+24,659
| +5% | +$13.3M | 4.37% | 6 |
|
|
2024
Q4 | $291M | Sell |
539,217
-14,261
| -3% | -$7.72M | 4.5% | 5 |
|
|
2024
Q3 | $292M | Buy |
553,478
+11,775
| +2% | +$5.99M | 4.56% | 5 |
|
|
2024
Q2 | $271M | Sell |
541,703
-15,961
| -3% | -$7.68M | 4.6% | 6 |
|
|
2024
Q1 | $268M | Sell |
557,664
-15,477
| -3% | -$7.08M | 4.66% | 5 |
|
|
2023
Q4 | $250M | Buy |
573,141
+4,624
| +0.8% | +$1.89M | 4.69% | 5 |
|
|
2023
Q3 | $223M | Buy |
568,517
+5,576
| +1% | +$2.28M | 4.63% | 6 |
|
|
2023
Q2 | $229M | Buy |
562,941
+77,285
| +16% | +$29.8M | 4.66% | 6 |
|
|
2023
Q1 | $183M | Buy |
485,656
+2,421
| +0.5% | +$888K | 3.93% | 6 |
|
|
2022
Q4 | $170M | Sell |
483,235
-515,792
| -52% | -$182M | 3.92% | 6 |
|
|
2022
Q3 | $328M | Buy |
999,027
+11,543
| +1% | +$4.22M | 6.6% | 2 |
|
|
2022
Q2 | $343M | Buy |
987,484
+64,215
| +7% | +$24.2M | 6.65% | 2 |
|
|
2022
Q1 | $383M | Sell |
923,269
-9,329
| -1% | -$3.82M | 6.75% | 2 |
|
|
2021
Q4 | $407M | Sell |
932,598
-57,233
| -6% | -$24.2M | 7.02% | 2 |
|
|
2021
Q3 | $390M | Sell |
989,831
-35,868
| -3% | -$14.6M | 7.15% | 2 |
|
|
2021
Q2 | $404M | Sell |
1,025,699
-50,874
| -5% | -$19.5M | 7.39% | 2 |
|
|
2021
Q1 | $392M | Sell |
1,076,573
-37,968
| -3% | -$13.5M | 7.56% | 2 |
|
|
2020
Q4 | $383M | Sell |
1,114,541
-33,824
| -3% | -$11M | 7.79% | 2 |
|
|
2020
Q3 | $353M | Sell |
1,148,365
-111,229
| -9% | -$33.9M | 8.02% | 2 |
|
|
2020
Q2 | $357M | Sell |
1,259,594
-111,185
| -8% | -$29.9M | 8.4% | 2 |
|
|
2020
Q1 | $325M | Buy |
1,370,779
+120,201
| +10% | +$33.7M | 8.47% | 2 |
|
|
2019
Q4 | $370M | Sell |
1,250,578
-56,572
| -4% | -$16M | 8.03% | 2 |
|
|
2019
Q3 | $356M | Sell |
1,307,150
-49,747
| -4% | -$13.5M | 7.91% | 2 |
|
|
2019
Q2 | $365M | Sell |
1,356,897
-67,679
| -5% | -$17.9M | 8.02% | 2 |
|
|
2019
Q1 | $370M | Sell |
1,424,576
-123,593
| -8% | -$30.9M | 8.24% | 2 |
|
|
2018
Q4 | $356M | Buy |
1,548,169
+68,842
| +5% | +$17.1M | 8.53% | 2 |
|
|
2018
Q3 | $395M | Sell |
1,479,327
-85,587
| -5% | -$22.4M | 8.66% | 2 |
|
|
2018
Q2 | $390M | Sell |
1,564,914
-95,165
| -6% | -$23.6M | 8.64% | 2 |
|
|
2018
Q1 | $402M | Buy |
1,660,079
+1,653,128
| +23,783% | +$415M | 8.81% | 2 |
|
|
2017
Q4 | $1.71M | Buy |
+6,951
| New | +$1.66M | 0.04% | 55 |
|
Other funds holding VOO
VGA
AA
Valmark Advisers's VOO Position: Q1 2026 in Review
Valmark Advisers reduced its Vanguard S&P 500 ETF (VOO) stake by 13% in Q1 2026, selling an estimated $48.7M and leaving 501,676 shares worth $300M. The position accounts for 3.56% of the portfolio, ranked #6.
Valmark Advisers first reported a position in VOO in Q4 2017 and has held it in 34 quarters since. The position peaked at $407M in Q4 2021. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- Valmark Advisers held 501,676 shares of Vanguard S&P 500 ETF worth $300M as of Q1 2026.
- Valmark Advisers sold 77,827 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $48.7M.
- Vanguard S&P 500 ETF made up 3.56% of Valmark Advisers's portfolio in Q1 2026, its #6 holding.
- Valmark Advisers first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
- Valmark Advisers's Vanguard S&P 500 ETF position peaked at $407M in Q4 2021.
- 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.