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Wealthcare Advisory Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Wealthcare Advisory Partners’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 		$59.7M Sell
86,985
-15,329
-15% -$10.2M 1.13% 17
2026
Q1 		$61.1M Sell
102,314
-47,030
-31% -$29.4M 1.19% 14
2025
Q4 		$93.7M Sell
149,344
-2,045
-1% -$1.27M 1.84% 6
2025
Q3 		$92.7M Buy
151,389
+6,194
+4% +$3.65M 1.93% 6
2025
Q2 		$82.5M Buy
145,195
+36,023
+33% +$18.9M 1.88% 6
2025
Q1 		$56.1M Sell
109,172
-16,357
-13% -$8.84M 1.51% 10
2024
Q4 		$67.6M Sell
125,529
-2,227
-2% -$1.21M 1.88% 6
2024
Q3 		$67.4M Sell
127,756
-1,885
-1% -$958K 1.92% 6
2024
Q2 		$64.8M Sell
129,641
-2,030
-2% -$977K 2.03% 6
2024
Q1 		$63.3M Buy
131,671
+25,155
+24% +$11.5M 2.08% 6
2023
Q4 		$46.5M Sell
106,516
-7,394
-6% -$3.03M 1.85% 5
2023
Q3 		$44.7M Sell
113,910
-3,142
-3% -$1.28M 2.05% 5
2023
Q2 		$47.7M Buy
117,052
+66,737
+133% +$25.7M 2.13% 5
2023
Q1 		$18.9M Sell
50,315
-4,435
-8% -$1.63M 0.81% 27
2022
Q4 		$19.2M Buy
54,750
+776
+1% +$274K 0.92% 22
2022
Q3 		$17.7M Sell
53,974
-850
-2% -$310K 1.01% 21
2022
Q2 		$19M Buy
54,824
+505
+0.9% +$190K 1.15% 19
2022
Q1 		$22.6M Sell
54,319
-979
-2% -$401K 1.37% 16
2021
Q4 		$24.1M Sell
55,298
-3,451
-6% -$1.46M 1.44% 14
2021
Q3 		$23.2M Buy
58,749
+1,898
+3% +$770K 1.52% 16
2021
Q2 		$22.4M Buy
56,851
+2,492
+5% +$957K 1.5% 15
2021
Q1 		$19.8M Sell
54,359
-92
-0.2% -$32.6K 1.43% 16
2020
Q4 		$18.7M Buy
54,451
+2,248
+4% +$733K 1.66% 16
2020
Q3 		$16.1M Sell
52,203
-6,565
-11% -$2M 1.76% 16
2020
Q2 		$16.7M Sell
58,768
-23,757
-29% -$6.39M 2.08% 13
2020
Q1 		$19.5M Sell
82,525
-239,809
-74% -$67.2M 2.86% 10
2019
Q4 		$95.3M Buy
322,334
+26,923
+9% +$7.62M 12.12% 1
2019
Q3 		$80.5M Buy
295,411
+34,448
+13% +$9.35M 11.69% 1
2019
Q2 		$70.2M Buy
260,963
+15,403
+6% +$4.08M 11.13% 1
2019
Q1 		$63.7M Buy
245,560
+180,131
+275% +$45M 10.87% 1
2018
Q4 		$15M Buy
65,429
+4,247
+7% +$1.05M 2.92% 7
2018
Q3 		$16.3M Buy
61,182
+13,827
+29% +$3.62M 3% 9
2018
Q2 		$11.8M Buy
47,355
+13,010
+38% +$3.23M 2.32% 11
2018
Q1 		$8.31M Buy
34,345
+31,345
+1,045% +$7.86M 1.88% 11
2017
Q4 		$736K Sell
3,000
-132
-4% -$31.5K 0.19% 71
2017
Q3 		$723K Buy
3,132
+2,352
+302% +$533K 0.21% 59
2017
Q2 		$173K Sell
780
-73
-9% -$16.1K 0.08% 32
2017
Q1 		$185K Sell
853
-214
-20% -$45.7K 0.1% 29
2016
Q4 		$219K Buy
1,067
+30
+3% +$6.02K 0.13% 28
2016
Q3 		$206K Hold
1,037
– – 0.13% 28
2016
Q2 		$199K Buy
+1,037
New +$197K 0.14% 30

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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
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
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners's VOO Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 15% in Q2 2026, selling an estimated $10.2M and leaving 86,985 shares worth $59.7M. The position accounts for 1.13% of the portfolio, ranked #17.

Wealthcare Advisory Partners first reported a position in VOO in Q2 2016 and has held it in 41 quarters since. The position peaked at $95.3M in Q4 2019. 1,146 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Wealthcare Advisory Partners held 86,985 shares of Vanguard S&P 500 ETF worth $59.7M as of Q2 2026.
  • Wealthcare Advisory Partners sold 15,329 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $10.2M.
  • Vanguard S&P 500 ETF made up 1.13% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #17 holding.
  • Wealthcare Advisory Partners first reported a position in Vanguard S&P 500 ETF in Q2 2016 and has held it in 41 quarters since.
  • Wealthcare Advisory Partners's Vanguard S&P 500 ETF position peaked at $95.3M in Q4 2019.
  • 1,146 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.