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Livermore
Livermore
ZHEN

Voya Financial Advisors, Inc.

SEC CIK
0001424367
Latest filing
Aug 12, 2026

The latest 13F from Voya Financial Advisors, Inc. covers Q2 2026 (filed Aug 12, 2026): 208 long positions worth $1.14B. The top 10 holdings make up 75.6% of the portfolio, and the largest is Vanguard Morningstar Large-Cap ETF at 23.5%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
16
Est. +$5.64M
Added
39
Est. +$82.3M
Reduced
153
Est. −$53.6M
Sold out
17
Est. −$4.70M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Large-Cap ETF922908637
    23.5%$267.5M
  2. Vanguard Total Bond Market ETF921937835
    16.0%$181.8M
  3. Vanguard Ftse All-World Ex-US Index Fund922042775
    12.2%$138.8M
  4. SPDR Series Trust78464A664
    3.8%$42.8M
  5. iShares Broad Usd Investment Grade Corporate Bond ETF464288620
    3.8%$42.6M

Share of portfolio

Top 5 holdings and the other 203 positions, by share of portfolio value

  1. Vanguard Morningstar Large-Cap ETF23.5%
  2. Vanguard Total Bond Market ETF16.0%
  3. Vanguard Ftse All-World Ex-US Index Fund12.2%
  4. SPDR Series Trust3.8%
  5. iShares Broad Usd Investment Grade Corporate Bond ETF3.8%
  6. Other 203 positions40.7%

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Total Bond Market ETF921937835
    +$22.9MAdded
  2. Vanguard Morningstar Large-Cap ETF922908637
    +$19.0MAdded
  3. Vanguard Ftse All-World Ex-US Index Fund922042775
    +$15.5MAdded
  4. Vanguard Short-Term Bond ETF921937827
    +$5.18MAdded
  5. Vanguard Ftse All-World Ex-US Small-Cap ETF922042718
    +$5.11MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard Morningstar Large-Cap ETF922908637
    +2.40 pp21.1% → 23.5%
  2. Vanguard Ftse All-World Ex-US Index Fund922042775
    +1.46 pp10.8% → 12.2%
  3. Vanguard Ftse All-World Ex-US Small-Cap ETF922042718
    +0.43 pp0.5% → 0.9%
  4. Vanguard Total Bond Market ETF921937835
    +0.29 pp15.7% → 16.0%
  5. iShares Tr464288513
    +0.14 pp1.4% → 1.5%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard Index FDS922908652
    −$9.73MReduced
  2. iShares Core S&P Small Cap ETF464287804
    −$3.15MReduced
  3. iShares Core S&P Mid-Cap ETF464287507
    −$2.36MReduced
  4. iShares Tr464287440
    −$2.24MReduced
  5. iShares Core S&P 500 ETF464287200
    −$1.99MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard Index FDS922908652
    −0.59 pp3.7% → 3.1%
  2. XOMExxonMobil Holdings Corp
    −0.45 pp1.2% → 0.7%History
  3. iShares Tr464287440
    −0.24 pp0.3% → 0.1%
  4. iShares Tr464288661
    −0.14 pp0.2% → <0.1%
  5. iShares Core S&P Mid-Cap ETF464287507
    −0.14 pp3.3% → 3.1%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.14B
+$132.7M (+13.2%) vs. prior quarter
Positions
208
−1 vs. prior quarter
Top 10 concentration
75.6%
Top 10 as share of value
Turnover
5.5%
Q2 2026, one quarter
Average holding period
20.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $2.54B (Q1 2021)

Q1 2021: $2.54BQ2 2021: $765.9MQ3 2021: $817.4MQ4 2021: $885.5MQ1 2022: $874.7MQ2 2022: $803.4MQ3 2022: $773.7MQ4 2022: $769.4MQ1 2023: $803.3MQ2 2023: $859.0MQ3 2023: $803.2MQ4 2023: $831.0MQ1 2024: $875.7MQ2 2024: $884.7MQ3 2024: $927.0MQ4 2024: $919.3MQ1 2025: $906.2MQ2 2025: $991.3MQ3 2025: $1.04BQ4 2025: $1.04BQ1 2026: $1.00BQ2 2026: $1.14B
Q1 2021Q2 2026
13F filings of Voya Financial Advisors, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 12, 2026208$1.14BVanguard Morningstar Large-Cap ETFVanguard Total Bond Market ETFVanguard Ftse All-World Ex-US Index Fundvs. Q1 2026SEC
Q1 2026May 12, 2026209$1.00BVanguard Morningstar Large-Cap ETFVanguard Total Bond Market ETFVanguard Ftse All-World Ex-US Index Fundvs. Q4 2025SEC
Q4 2025Feb 13, 2026218$1.04BVanguard Morningstar Large-Cap ETFVanguard Total Bond Market ETFVanguard Ftse All-World Ex-US Index Fundvs. Q3 2025SEC
Q3 2025Oct 9, 2025221$1.04BVanguard Morningstar Large-Cap ETFVanguard Total Bond Market ETFVanguard Ftse All-World Ex-US Index Fundvs. Q2 2025SEC
Q2 2025Aug 14, 2025226$991.3MVanguard Morningstar Large-Cap ETFVanguard Total Bond Market ETFVanguard Ftse All-World Ex-US Index Fundvs. Q1 2025SEC
Q1 2025May 15, 2025222$906.2MVanguard Morningstar Large-Cap ETFVanguard Total Bond Market ETFVanguard Ftse All-World Ex-US Index Fundvs. Q4 2024SEC
Q4 2024Feb 14, 2025218$919.3MVanguard Morningstar Large-Cap ETFVanguard Total Bond Market ETFVanguard Ftse All-World Ex-US Index Fundvs. Q3 2024SEC
Q3 2024Nov 14, 2024231$927.0MVanguard Morningstar Large-Cap ETFVanguard Total Bond Market ETFVanguard Ftse All-World Ex-US Index Fundvs. Q2 2024SEC
Q2 2024Aug 14, 2024228$884.7MVanguard Morningstar Large-Cap ETFVanguard Total Bond Market ETFVanguard Ftse All-World Ex-US Index Fundvs. Q1 2024SEC
Q1 2024May 15, 2024241$875.7MVanguard Morningstar Large-Cap ETFVanguard Total Bond Market ETFVanguard Ftse All-World Ex-US Index Fundvs. Q4 2023SEC
Q4 2023Feb 14, 2024230$831.0MVanguard Morningstar Large-Cap ETFVanguard Total Bond Market ETFSPDR Series Trustvs. Q3 2023SEC
Q3 2023Nov 14, 2023221$803.2MVanguard Morningstar Large-Cap ETFVanguard Total Bond Market ETFiShares Trvs. Q2 2023SEC
Q2 2023Aug 14, 2023236$859.0MVanguard Morningstar Large-Cap ETFiShares TrVanguard Total Bond Market ETFvs. Q1 2023SEC
Q1 2023May 15, 2023230$803.3MVanguard Morningstar Large-Cap ETFVanguard Total Bond Market ETFVanguard Ftse All-World Ex-US Index Fundvs. Q4 2022SEC
Q4 2022Feb 14, 2023239$769.4MVanguard Morningstar Large-Cap ETFVanguard Total Bond Market ETFVanguard Ftse All-World Ex-US Index Fundvs. Q3 2022SEC
Q3 2022Nov 14, 2022234$773.7MVanguard Total Bond Market ETFVanguard Morningstar Large-Cap ETFiShares Trvs. Q2 2022SEC
Q2 2022Aug 15, 2022245$803.4MVanguard Morningstar Large-Cap ETFVanguard Total Bond Market ETFiShares Trvs. Q1 2022SEC
Q1 2022May 16, 2022264$874.7MVanguard Morningstar Large-Cap ETFVanguard Total Bond Market ETFiShares Trvs. Q4 2021SEC
Q4 2021Feb 14, 2022262$885.5MVanguard Morningstar Large-Cap ETFVanguard Total Bond Market ETFiShares Trvs. Q3 2021SEC
Q3 2021Nov 15, 2021253$817.4MiShares TriShares TrVanguard Morningstar Large-Cap ETFvs. Q2 2021SEC
Q2 2021Aug 16, 2021248$765.9MiShares TriShares TriShares Iboxx $ Investment Grade Corporate Bond ETFvs. Q1 2021SEC
Q1 2021May 17, 2021655$2.54BiShares TrVanguard Morningstar Large-Cap ETFiShares Iboxx $ Investment Grade Corporate Bond ETF–SEC