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William Mack & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

William Mack & Associates’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 		$2.27M Buy
3,310
+818
+33% +$545K 0.8% 17
2026
Q1 		$1.49M Sell
2,492
-562
-18% -$351K 0.85% 15
2025
Q4 		$1.92M Buy
3,054
+4
+0.1% +$2.49K 0.9% 15
2025
Q3 		$1.87M Hold
3,050
– – 1% 14
2025
Q2 		$1.73M Buy
+3,050
New +$1.6M 1.1% 12

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

William Mack & Associates's VOO Position: Q2 2026 in Review

William Mack & Associates increased its Vanguard S&P 500 ETF (VOO) stake by 33% in Q2 2026, buying an estimated $545K and bringing the position to 3,310 shares worth $2.27M. The position accounts for 0.8% of the portfolio, ranked #17.

William Mack & Associates first reported a position in VOO in Q2 2025 and has held it in 5 quarters since. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • William Mack & Associates held 3,310 shares of Vanguard S&P 500 ETF worth $2.27M as of Q2 2026.
  • William Mack & Associates bought 818 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $545K.
  • Vanguard S&P 500 ETF made up 0.8% of William Mack & Associates's portfolio in Q2 2026, its #17 holding.
  • William Mack & Associates first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.