VAG
VOO icon

VisionPoint Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

VisionPoint Advisory Group’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 		$11.9M Sell
17,339
-194
-1% -$129K 1.94% 5
2026
Q1 		$10.5M Buy
17,533
+881
+5% +$551K 1.97% 5
2025
Q4 		$10.4M Buy
16,652
+1,102
+7% +$685K 2.03% 6
2025
Q3 		$9.52M Sell
15,550
-186
-1% -$110K 1.9% 7
2025
Q2 		$8.94M Buy
15,736
+6,162
+64% +$3.24M 1.94% 5
2025
Q1 		$4.92M Buy
9,574
+8,237
+616% +$4.45M 1.69% 11
2024
Q4 		$719K Buy
1,337
+47
+4% +$25.5K 0.25% 97
2024
Q3 		$681K Buy
1,290
+83
+7% +$42.2K 0.23% 99
2024
Q2 		$604K Sell
1,207
-144
-11% -$69.3K 0.21% 97
2024
Q1 		$650K Buy
1,351
+311
+30% +$142K 0.23% 101
2023
Q4 		$454K Buy
1,040
+677
+187% +$277K 0.17% 102
2023
Q3 		$143K Buy
363
+63
+21% +$25.8K 0.06% 163
2023
Q2 		$122K Buy
+300
New +$116K 0.05% 158

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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

VisionPoint Advisory Group's VOO Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q2 2026, selling an estimated $129K and leaving 17,339 shares worth $11.9M. The position accounts for 1.94% of the portfolio, ranked #5.

VisionPoint Advisory Group first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • VisionPoint Advisory Group held 17,339 shares of Vanguard S&P 500 ETF worth $11.9M as of Q2 2026.
  • VisionPoint Advisory Group sold 194 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $129K.
  • Vanguard S&P 500 ETF made up 1.94% of VisionPoint Advisory Group's portfolio in Q2 2026, its #5 holding.
  • VisionPoint Advisory Group first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.