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

ABLE Financial Group’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	$1.1M	Buy	1,596 +214	+15%	+$143K	0.18%	91
2026 Q1	$826K	Sell	1,382 -222	-14%	-$139K	0.16%	102
2025 Q4	$1.01M	Buy	1,604 +1,028	+178%	+$639K	0.2%	81
2025 Q3	$353K	Hold	576	–	–	0.08%	141
2025 Q2	$327K	Sell	576 -26	-4%	-$13.7K	0.08%	149
2025 Q1	$309K	Sell	602 -110	-15%	-$59.5K	0.09%	146
2024 Q4	$384K	Sell	712 -49	-6%	-$26.5K	0.11%	126
2024 Q3	$402K	Hold	761	–	–	0.12%	120
2024 Q2	$381K	Buy	761 +25	+3%	+$12K	0.14%	115
2024 Q1	$354K	Sell	736 -5	-0.7%	-$2.29K	0.14%	112
2023 Q4	$324K	Sell	741 -312	-30%	-$128K	0.14%	110
2023 Q3	$414K	Buy	1,053 +195	+23%	+$79.7K	0.21%	87
2023 Q2	$349K	Buy	858 +151	+21%	+$58.3K	0.18%	91
2023 Q1	$266K	Buy	+707	New	+$259K	0.17%	107

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

ABLE Financial Group's VOO Position: Q2 2026 in Review

ABLE Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 15% in Q2 2026, buying an estimated $143K and bringing the position to 1,596 shares worth $1.1M. The position accounts for 0.18% of the portfolio, ranked #91.

ABLE Financial Group first reported a position in VOO in Q1 2023 and has held it in 14 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

ABLE Financial Group held 1,596 shares of Vanguard S&P 500 ETF worth $1.1M as of Q2 2026.
ABLE Financial Group bought 214 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $143K.
Vanguard S&P 500 ETF made up 0.18% of ABLE Financial Group's portfolio in Q2 2026, its #91 holding.
ABLE Financial Group first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.