Seven Hills Financial, LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Seven Hills Financial, 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 Q3	$12.5M	Buy	+17,851	New	+$12.5M	7.55%	3

Other funds holding VOO

Wealth Enhancement Advisory Services

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Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Seven Hills Financial, LLC's VOO Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in Vanguard S&P 500 ETF (VOO) in Q3 2026: 17,851 shares worth $12.5M. The stake represents 7.55% of the portfolio and ranks #3 among its holdings.

379 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Seven Hills Financial, LLC held 17,851 shares of Vanguard S&P 500 ETF worth $12.5M as of Q3 2026.
Vanguard S&P 500 ETF was a new Seven Hills Financial, LLC position in Q3 2026.
Vanguard S&P 500 ETF made up 7.55% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #3 holding.
379 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.