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Walsh & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Walsh & Associates’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 		$841K Sell
1,225
-50
-4% -$33.3K 0.69% 25
2026
Q1 		$762K Hold
1,275
– – 0.76% 25
2025
Q4 		$800K Buy
+1,275
New +$792K 0.79% 23

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

Walsh & Associates's VOO Position: Q2 2026 in Review

Walsh & Associates reduced its Vanguard S&P 500 ETF (VOO) stake by 3.9% in Q2 2026, selling an estimated $33.3K and leaving 1,225 shares worth $841K. The position accounts for 0.69% of the portfolio, ranked #25.

Walsh & Associates first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Walsh & Associates held 1,225 shares of Vanguard S&P 500 ETF worth $841K as of Q2 2026.
  • Walsh & Associates sold 50 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $33.3K.
  • Vanguard S&P 500 ETF made up 0.69% of Walsh & Associates's portfolio in Q2 2026, its #25 holding.
  • Walsh & Associates first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.