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

Wellspring 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 		$12.3M Buy
521,959
+171,283
+49% +$114M 0.81% 21
2026
Q1 		$10.6M Sell
350,676
-13,116
-4% -$8.2M 0.8% 25
2025
Q4 		$11.7M Buy
363,792
+35,058
+11% +$21.8M 0.92% 21
2025
Q3 		$11.4M Buy
328,734
+31,992
+11% +$18.9M 1.04% 17
2025
Q2 		$9.17M Sell
296,742
-3,076
-1% -$1.62M 0.92% 19
2025
Q1 		$3.46M Sell
299,818
-308,877
-51% -$167M 0.38% 29
2024
Q4 		$4.05M Buy
608,695
+67,591
+12% +$36.6M 0.42% 30
2024
Q3 		$3.91M Buy
541,104
+534,613
+8,236% +$272M 0.47% 29
2024
Q2 		$3.25M Buy
6,491
+1,858
+40% +$894K 0.44% 31
2024
Q1 		$2.23M Buy
4,633
+33
+0.7% +$15.1K 0.35% 36
2023
Q4 		$2.01M Buy
4,600
+68
+2% +$27.8K 0.5% 38
2023
Q3 		$1.78M Buy
4,532
+4
+0.1% +$1.64K 0.52% 37
2023
Q2 		$1.84M Sell
4,528
-51
-1% -$19.7K 0.52% 36
2023
Q1 		$1.72M Buy
4,579
+3
+0.1% +$1.1K 0.51% 38
2022
Q4 		$1.61M Buy
4,576
+8
+0.2% +$2.83K 0.53% 38
2022
Q3 		$1.5M Sell
4,568
-5,363
-54% -$1.96M 0.55% 34
2022
Q2 		$3.44M Buy
9,931
+766
+8% +$289K 1.2% 24
2022
Q1 		$3.81M Buy
9,165
+3,844
+72% +$1.57M 1.12% 21
2021
Q4 		$2.32M Buy
5,321
+8
+0.2% +$3.38K 0.65% 31
2021
Q3 		$2.1M Buy
5,313
+4
+0.1% +$1.62K 0.63% 31
2021
Q2 		$2.09M Sell
5,309
-4,246
-44% -$1.63M 0.66% 31
2021
Q1 		$2.26M Buy
9,555
+3,442
+56% +$1.22M 1.09% 17
2020
Q4 		$2.1M Sell
6,113
-698
-10% -$228K 0.73% 29
2020
Q3 		$2.1M Sell
6,811
-1,844
-21% -$562K 0.82% 26
2020
Q2 		$2.45M Sell
8,655
-900
-9% -$242K 1.01% 22
2020
Q1 		$2.26M Buy
+9,555
New +$2.68M 1.09% 17

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
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Wellspring Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 49% in Q2 2026, buying an estimated $114M and bringing the position to 521,959 shares worth $12.3M. The position accounts for 0.81% of the portfolio, ranked #21.

Wellspring Financial Advisors first reported a position in VOO in Q1 2020 and has held it in 26 quarters since. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Wellspring Financial Advisors held 521,959 shares of Vanguard S&P 500 ETF worth $12.3M as of Q2 2026.
  • Wellspring Financial Advisors bought 171,283 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $114M.
  • Vanguard S&P 500 ETF made up 0.81% of Wellspring Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Wellspring Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.