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Advus Financial Partners, LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Advus Financial Partners, LLC’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 		$2.02M Buy
2,940
+67
+2% +$44.7K 0.46% 46
2026
Q1 		$1.72M Sell
2,873
-32
-1% -$20K 0.43% 52
2025
Q4 		$1.82M Sell
2,905
-69
-2% -$42.9K 0.44% 46
2025
Q3 		$1.82M Sell
2,974
-29
-1% -$17.1K 0.44% 43
2025
Q2 		$1.71M Sell
3,003
-486
-14% -$255K 0.44% 40
2025
Q1 		$1.79M Sell
3,489
-120
-3% -$64.9K 0.5% 34
2024
Q4 		$1.94M Sell
3,609
-274
-7% -$148K 0.55% 34
2024
Q3 		$2.05M Buy
3,883
+74
+2% +$37.6K 0.58% 32
2024
Q2 		$1.9M Buy
3,809
+146
+4% +$70.3K 0.58% 32
2024
Q1 		$1.76M Sell
3,663
-258
-7% -$118K 0.54% 33
2023
Q4 		$1.71M Sell
3,921
-634
-14% -$260K 0.59% 32
2023
Q3 		$1.79M Buy
4,555
+597
+15% +$244K 0.7% 29
2023
Q2 		$1.61M Sell
3,958
-540
-12% -$208K 0.62% 32
2023
Q1 		$1.69M Buy
4,498
+35
+0.8% +$12.8K 0.7% 30
2022
Q4 		$1.57M Buy
4,463
+856
+24% +$302K 0.68% 30
2022
Q3 		$1.18M Buy
3,607
+489
+16% +$179K 0.63% 29
2022
Q2 		$1.08M Buy
3,118
+1,481
+90% +$558K 0.57% 32
2022
Q1 		$680K Buy
+1,637
New +$670K 0.35% 48
2021
Q3 		$615K Buy
+1,408
New +$571K 0.34% 39

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Advus Financial Partners, LLC's VOO Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q2 2026, buying an estimated $44.7K and bringing the position to 2,940 shares worth $2.02M. The position accounts for 0.46% of the portfolio, ranked #46.

Advus Financial Partners, LLC first reported a position in VOO in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.05M in Q3 2024. 3,991 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Advus Financial Partners, LLC held 2,940 shares of Vanguard S&P 500 ETF worth $2.02M as of Q2 2026.
  • Advus Financial Partners, LLC bought 67 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $44.7K.
  • Vanguard S&P 500 ETF made up 0.46% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #46 holding.
  • Advus Financial Partners, LLC first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's Vanguard S&P 500 ETF position peaked at $2.05M in Q3 2024.
  • 3,991 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.