Vista Investment Partners II’s Vanguard S&P 500 ETF VOO Stock Holding History

Vista Investment Partners II’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	$7.02M	Sell	10,214 -441	-4%	-$294K	2.75%	5
2026 Q1	$6.37M	Buy	10,655 +687	+7%	+$430K	2.86%	4
2025 Q4	$6.25M	Buy	9,968 +411	+4%	+$255K	2.69%	4
2025 Q3	$5.85M	Sell	9,557 -583	-6%	-$344K	2.73%	5
2025 Q2	$5.76M	Sell	10,140 -816	-7%	-$429K	2.78%	4
2025 Q1	$5.63M	Sell	10,956 -34	-0.3%	-$18.4K	3.11%	3
2024 Q4	$5.92M	Buy	+10,990	New	+$5.95M	3.5%	2

Other funds holding VOO

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 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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Vista Investment Partners II's VOO Position: Q2 2026 in Review

Vista Investment Partners II reduced its Vanguard S&P 500 ETF (VOO) stake by 4.1% in Q2 2026, selling an estimated $294K and leaving 10,214 shares worth $7.02M. The position accounts for 2.75% of the portfolio, ranked #5.

Vista Investment Partners II first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Vista Investment Partners II held 10,214 shares of Vanguard S&P 500 ETF worth $7.02M as of Q2 2026.
Vista Investment Partners II sold 441 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $294K.
Vanguard S&P 500 ETF made up 2.75% of Vista Investment Partners II's portfolio in Q2 2026, its #5 holding.
Vista Investment Partners II first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.