Waterford Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Waterford 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	$225K	Sell	327 -60	-16%	-$40K	0.06%	58
2026 Q1	$225K	Sell	387 -82	-17%	-$51.3K	0.07%	55
2025 Q4	$294K	Buy	469 +10	+2%	+$6.21K	0.11%	39
2025 Q3	$281K	Sell	459 -263	-36%	-$155K	0.1%	44
2025 Q2	$261K	Buy	722 +115	+19%	+$60.4K	0.1%	47
2025 Q1	$312K	Hold	607	–	–	0.13%	39
2024 Q4	$327K	Buy	607 +15	+3%	+$8.13K	0.17%	34
2024 Q3	$312K	Sell	592 -4	-0.7%	-$2.03K	0.16%	43
2024 Q2	$298K	Buy	596 +5	+0.8%	+$2.41K	0.13%	43
2024 Q1	$284K	Sell	591 -520	-47%	-$238K	0.12%	48
2023 Q4	$485K	Sell	1,111 -140	-11%	-$57.3K	0.23%	30
2023 Q3	$491K	Sell	1,251 -150	-11%	-$61.3K	0.27%	29
2023 Q2	$571K	Sell	1,401 -8	-0.6%	-$3.09K	0.27%	32
2023 Q1	$530K	Sell	1,409 -1,001	-42%	-$367K	0.29%	31
2022 Q4	$847K	Buy	+2,410	New	+$851K	0.49%	24

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Waterford Advisors's VOO Position: Q2 2026 in Review

Waterford Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 16% in Q2 2026, selling an estimated $40K and leaving 327 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #58.

Waterford Advisors first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $847K in Q4 2022. 3,978 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Waterford Advisors held 327 shares of Vanguard S&P 500 ETF worth $225K as of Q2 2026.
Waterford Advisors sold 60 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $40K.
Vanguard S&P 500 ETF made up 0.06% of Waterford Advisors's portfolio in Q2 2026, its #58 holding.
Waterford Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
Waterford Advisors's Vanguard S&P 500 ETF position peaked at $847K in Q4 2022.
3,978 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.