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

Walkner Condon 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 		$19.6M Buy
28,607
+2,891
+11% +$1.93M 2.25% 11
2026
Q1 		$15.4M Buy
25,716
+132
+0.5% +$82.6K 2.03% 13
2025
Q4 		$16M Sell
25,584
-659
-3% -$410K 2.23% 11
2025
Q3 		$16.1M Buy
26,243
+59
+0.2% +$34.8K 2.55% 6
2025
Q2 		$14.9M Sell
26,184
-2,187
-8% -$1.15M 2.74% 6
2025
Q1 		$14.6M Sell
28,371
-175
-0.6% -$94.6K 2.95% 5
2024
Q4 		$15.4M Sell
28,546
-412
-1% -$223K 3.13% 3
2024
Q3 		$15.3M Buy
28,958
+2,525
+10% +$1.28M 3.12% 4
2024
Q2 		$13.2M Sell
26,433
-1,099
-4% -$529K 2.85% 5
2024
Q1 		$13.2M Buy
27,532
+999
+4% +$457K 2.81% 5
2023
Q4 		$11.6M Buy
26,533
+2,416
+10% +$989K 2.64% 4
2023
Q3 		$9.47M Buy
24,117
+442
+2% +$181K 2.51% 6
2023
Q2 		$9.64M Buy
23,675
+389
+2% +$150K 2.55% 7
2023
Q1 		$8.76M Buy
23,286
+435
+2% +$160K 2.45% 7
2022
Q4 		$8.03M Buy
22,851
+865
+4% +$306K 2.4% 7
2022
Q3 		$7.22M Buy
21,986
+1,897
+9% +$693K 2.33% 8
2022
Q2 		$6.97M Buy
20,089
+1,033
+5% +$389K 2.18% 10
2022
Q1 		$7.91M Sell
19,056
-2,945
-13% -$1.21M 2.25% 9
2021
Q4 		$9.61M Buy
22,001
+213
+1% +$89.9K 6.25% 2
2021
Q3 		$8.6M Buy
21,788
+599
+3% +$243K 4.23% 3
2021
Q2 		$8.35M Buy
21,189
+1,982
+10% +$761K 3.06% 8
2021
Q1 		$7M Buy
19,207
+2,097
+12% +$744K 2.72% 7
2020
Q4 		$5.88M Buy
17,110
+8,223
+93% +$2.68M 2.54% 11
2020
Q3 		$2.73M Buy
+8,887
New +$2.71M 1.46% 15

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Walkner Condon Financial Advisors's VOO Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q2 2026, buying an estimated $1.93M and bringing the position to 28,607 shares worth $19.6M. The position accounts for 2.25% of the portfolio, ranked #11.

Walkner Condon Financial Advisors first reported a position in VOO in Q3 2020 and has held it in 24 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Walkner Condon Financial Advisors held 28,607 shares of Vanguard S&P 500 ETF worth $19.6M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 2,891 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.93M.
  • Vanguard S&P 500 ETF made up 2.25% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • Walkner Condon Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 24 quarters since.
  • 3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.