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

626 Financial’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 Q1	–	Sell	-514	Closed	-$323K	–	128
2025 Q4	$323K	Sell	514 -571	-53%	-$355K	0.14%	86
2025 Q3	$664K	Buy	1,085 +2	+0.2%	+$1.18K	0.29%	55
2025 Q2	$615K	Hold	1,083	–	–	0.29%	56
2025 Q1	$556K	Buy	1,083 +442	+69%	+$239K	0.29%	55
2024 Q4	$345K	Sell	641 -435	-40%	-$236K	0.19%	74
2024 Q3	$568K	Buy	1,076 +3	+0.3%	+$1.52K	0.31%	53
2024 Q2	$537K	Hold	1,073	–	–	0.31%	55
2024 Q1	$516K	Buy	1,073 +2	+0.2%	+$915	0.31%	57
2023 Q4	$468K	Sell	1,071 -932	-47%	-$382K	0.31%	60
2023 Q3	$787K	Buy	2,003 +3	+0.2%	+$1.23K	0.53%	42
2023 Q2	$815K	Sell	2,000 -151	-7%	-$58.3K	0.52%	39
2023 Q1	$809K	Buy	2,151 +3	+0.1%	+$1.1K	0.54%	41
2022 Q4	$755K	Buy	+2,148	New	+$759K	0.52%	44

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

626 Financial's VOO Position: Q1 2026 in Review

626 Financial sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 514 shares — an estimated $323K sold.

626 Financial first reported a position in VOO in Q4 2022 and held it in 13 quarters. The position peaked at $815K in Q2 2023. 3,852 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

626 Financial reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
626 Financial sold 514 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $323K.
626 Financial first reported a position in Vanguard S&P 500 ETF in Q4 2022 and held it in 13 quarters.
626 Financial's Vanguard S&P 500 ETF position peaked at $815K in Q2 2023.
3,852 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on 626 Financial's 13F filing for Q1 2026, filed 23 Apr 2026.