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

Websterrogers 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 		$13.5M Buy
19,639
+824
+4% +$549K 3.46% 12
2026
Q1 		$11.2M Buy
18,815
+712
+4% +$445K 3.22% 12
2025
Q4 		$11.4M Buy
18,103
+1
+0% +$621 3.3% 12
2025
Q3 		$11.1M Sell
18,102
-36
-0.2% -$21.2K 3.32% 12
2025
Q2 		$10.3M Buy
18,138
+490
+3% +$258K 3.28% 12
2025
Q1 		$9.07M Sell
17,648
-151
-0.8% -$81.6K 3.1% 12
2024
Q4 		$9.59M Buy
17,799
+326
+2% +$177K 3.33% 10
2024
Q3 		$9.22M Sell
17,473
-1,793
-9% -$911K 3.23% 12
2024
Q2 		$9.64M Buy
19,266
+124
+0.6% +$59.7K 3.43% 10
2024
Q1 		$9.2M Buy
19,142
+3,332
+21% +$1.52M 3.27% 11
2023
Q4 		$6.91M Buy
15,810
+10,809
+216% +$4.43M 2.88% 15
2023
Q3 		$1.96M Sell
5,001
-663
-12% -$271K 0.86% 22
2023
Q2 		$2.31M Sell
5,664
-15
-0.3% -$5.79K 1% 22
2023
Q1 		$2.14M Sell
5,679
-2
-0% -$733 0.98% 22
2022
Q4 		$2M Sell
5,681
-1,852
-25% -$654K 0.97% 24
2022
Q3 		$2.47M Sell
7,533
-7,190
-49% -$2.63M 1.3% 12
2022
Q2 		$5.11M Sell
14,723
-2,492
-14% -$939K 2.5% 11
2022
Q1 		$7.17M Sell
17,215
-136,588
-89% -$55.9M 3.67% 7
2021
Q4 		$67.1M Sell
153,803
-6,552
-4% -$2.77M 15.2% 2
2021
Q3 		$63.2M Sell
160,355
-1,324
-0.8% -$537K 14.67% 2
2021
Q2 		$63.2M Buy
161,679
+3,912
+2% +$1.5M 15.08% 2
2021
Q1 		$57.5M Sell
157,767
-16,146
-9% -$5.73M 15.55% 2
2020
Q4 		$60.5M Buy
+173,913
New +$56.7M 17.66% 2

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Websterrogers Financial Advisors's VOO Position: Q2 2026 in Review

Websterrogers Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 4.4% in Q2 2026, buying an estimated $549K and bringing the position to 19,639 shares worth $13.5M. The position accounts for 3.46% of the portfolio, ranked #12.

Websterrogers Financial Advisors first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. The position peaked at $67.1M in Q4 2021. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Websterrogers Financial Advisors held 19,639 shares of Vanguard S&P 500 ETF worth $13.5M as of Q2 2026.
  • Websterrogers Financial Advisors bought 824 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $549K.
  • Vanguard S&P 500 ETF made up 3.46% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • Websterrogers Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • Websterrogers Financial Advisors's Vanguard S&P 500 ETF position peaked at $67.1M in Q4 2021.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.