Walker Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Walker Asset 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	$1.87M	Buy	2,720 +181	+7%	+$121K	0.94%	18
2026 Q1	$1.52M	Buy	2,539 +127	+5%	+$79.4K	0.82%	21
2025 Q4	$1.51M	Buy	2,412 +33	+1%	+$20.5K	0.81%	21
2025 Q3	$1.46M	Buy	2,379 +247	+12%	+$146K	0.82%	23
2025 Q2	$1.21M	Buy	2,132 +433	+25%	+$228K	0.7%	26
2025 Q1	$873K	Buy	1,699 +37	+2%	+$20K	0.53%	33
2024 Q4	$896K	Buy	1,662 +155	+10%	+$84K	0.55%	32
2024 Q3	$795K	Sell	1,507 -12	-0.8%	-$6.1K	0.49%	34
2024 Q2	$760K	Buy	1,519 +6	+0.4%	+$2.89K	0.51%	35
2024 Q1	$727K	Buy	1,513 +633	+72%	+$290K	0.48%	38
2023 Q4	$384K	Hold	880	–	–	0.28%	62
2023 Q3	$346K	Hold	880	–	–	0.31%	55
2023 Q2	$358K	Hold	880	–	–	0.3%	51
2023 Q1	$331K	Buy	880 +120	+16%	+$44K	0.29%	54
2022 Q4	$267K	Buy	760 +24	+3%	+$8.48K	0.23%	65
2022 Q3	$242K	Hold	736	–	–	0.22%	63
2022 Q2	$255K	Buy	+736	New	+$277K	0.23%	71
2022 Q1	–	Sell	-1,087	Closed	-$475K	–	98
2021 Q4	$475K	Buy	+1,087	New	+$459K	0.42%	35

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

Walker Asset Management's VOO Position: Q2 2026 in Review

Walker Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 7.1% in Q2 2026, buying an estimated $121K and bringing the position to 2,720 shares worth $1.87M. The position accounts for 0.94% of the portfolio, ranked #18.

Walker Asset Management first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Walker Asset Management held 2,720 shares of Vanguard S&P 500 ETF worth $1.87M as of Q2 2026.
Walker Asset Management bought 181 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $121K.
Vanguard S&P 500 ETF made up 0.94% of Walker Asset Management's portfolio in Q2 2026, its #18 holding.
Walker Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.