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

AA Financial Advisors’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	$867K	Buy	1,262 +355	+39%	+$237K	0.1%	120
2026 Q1	$542K	Sell	907 -85	-9%	-$53.2K	0.08%	135
2025 Q4	$622K	Buy	992 +122	+14%	+$75.8K	0.11%	114
2025 Q3	$533K	Sell	870 -60	-6%	-$35.4K	0.1%	109
2025 Q2	$528K	Sell	930 -218	-19%	-$115K	0.11%	107
2025 Q1	$590K	Sell	1,148 -1,882	-62%	-$1.02M	0.14%	91
2024 Q4	$1.63M	Sell	3,030 -96	-3%	-$52K	0.44%	51
2024 Q3	$1.65M	Sell	3,126 -37	-1%	-$18.8K	0.48%	49
2024 Q2	$1.58M	Buy	3,163 +271	+9%	+$130K	0.56%	45
2024 Q1	$1.39M	Buy	2,892 +161	+6%	+$73.7K	0.56%	50
2023 Q4	$1.19M	Buy	+2,731	New	+$1.12M	0.79%	32

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

AA Financial Advisors's VOO Position: Q2 2026 in Review

AA Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 39% in Q2 2026, buying an estimated $237K and bringing the position to 1,262 shares worth $867K. The position accounts for 0.1% of the portfolio, ranked #120.

AA Financial Advisors first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.65M in Q3 2024. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

AA Financial Advisors held 1,262 shares of Vanguard S&P 500 ETF worth $867K as of Q2 2026.
AA Financial Advisors bought 355 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $237K.
Vanguard S&P 500 ETF made up 0.1% of AA Financial Advisors's portfolio in Q2 2026, its #120 holding.
AA Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
AA Financial Advisors's Vanguard S&P 500 ETF position peaked at $1.65M in Q3 2024.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.