Wealth Enhancement Advisory Services
VOO icon

Wealth Enhancement Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Wealth Enhancement Advisory Services’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 		$394M Sell
573,085
-8,956
-2% -$5.97M 0.66% 24
2026
Q1 		$349M Sell
582,041
-299,737
-34% -$187M 0.71% 22
2025
Q4 		$561M Buy
881,778
+4,165
+0.5% +$2.59M 0.76% 19
2025
Q3 		$540M Buy
877,613
+2,499
+0.3% +$1.47M 0.82% 18
2025
Q2 		$503M Buy
875,114
+67,423
+8% +$35.4M 0.83% 19
2025
Q1 		$415M Buy
807,691
+7,255
+0.9% +$3.92M 0.79% 19
2024
Q4 		$431M Buy
800,436
+32,099
+4% +$17.4M 0.83% 19
2024
Q3 		$405M Buy
768,337
+31,227
+4% +$15.9M 0.87% 17
2024
Q2 		$369M Buy
737,110
+379,677
+106% +$183M 0.88% 18
2024
Q1 		$172M Buy
357,433
+66,126
+23% +$30.3M 0.44% 40
2023
Q4 		$127M Buy
291,307
+26,993
+10% +$11.1M 0.37% 55
2023
Q3 		$104M Buy
264,314
+253,770
+2,407% +$104M 0.34% 63
2023
Q2 		$4.29M Sell
10,544
-146
-1% -$56.3K 0.05% 142
2023
Q1 		$4.02M Buy
10,690
+5,516
+107% +$2.02M 0.05% 150
2022
Q4 		$1.91M Sell
5,174
-195
-4% -$68.9K 0.02% 177
2022
Q3 		$1.79M Buy
5,369
+714
+15% +$261K 0.03% 180
2022
Q2 		$1.66M Sell
4,655
-271
-6% -$102K 0.02% 213
2022
Q1 		$2.07M Sell
4,926
-257
-5% -$105K 0.03% 190
2021
Q4 		$2.13M Buy
5,183
+2,693
+108% +$1.14M 0.03% 169
2021
Q3 		$1.04M Buy
2,490
+3
+0.1% +$1.22K 0.02% 211
2021
Q2 		$994K Buy
2,487
+34
+1% +$13.1K 0.02% 198
2021
Q1 		$916K Buy
2,453
+225
+10% +$79.8K 0.02% 203
2020
Q4 		$770K Buy
2,228
+590
+36% +$192K 0.02% 182
2020
Q3 		$530K Buy
1,638
+4
+0.2% +$1.22K 0.01% 189
2020
Q2 		$491K Buy
1,634
+854
+109% +$230K 0.01% 189
2020
Q1 		$205K Buy
+780
New +$219K 0.01% 209

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

Wealth Enhancement Advisory Services's VOO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Vanguard S&P 500 ETF (VOO) stake by 1.5% in Q2 2026, selling an estimated $5.97M and leaving 573,085 shares worth $394M. The position accounts for 0.66% of the portfolio, ranked #24.

Wealth Enhancement Advisory Services first reported a position in VOO in Q1 2020 and has held it in 26 quarters since. The position peaked at $561M in Q4 2025. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 573,085 shares of Vanguard S&P 500 ETF worth $394M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 8,956 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $5.97M.
  • Vanguard S&P 500 ETF made up 0.66% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #24 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
  • Wealth Enhancement Advisory Services's Vanguard S&P 500 ETF position peaked at $561M in Q4 2025.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.