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AIFG Consultants’s Vanguard S&P 500 ETF VOO Stock Holding History

AIFG Consultants’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
2025
Q4 		$1.21M Sell
1,923
-156
-8% -$96.9K 2.07% 13
2025
Q3 		$1.27M Buy
2,079
+2
+0.1% +$1.18K 2.25% 13
2025
Q2 		$1.18M Sell
2,077
-104
-5% -$54.7K 2.3% 12
2025
Q1 		$1.12M Sell
2,181
-52
-2% -$28.1K 1.85% 16
2024
Q4 		$1.2M Sell
2,233
-40
-2% -$21.7K 1.96% 15
2024
Q3 		$1.2M Sell
2,273
-325
-13% -$165K 0.91% 20
2024
Q2 		$1.3M Buy
2,598
+423
+19% +$204K 0.97% 19
2024
Q1 		$1.05M Buy
2,175
+3
+0.1% +$1.37K 0.75% 19
2023
Q4 		$949K Sell
2,172
-61
-3% -$25K 0.72% 16
2023
Q3 		$877K Sell
2,233
-307
-12% -$126K 0.73% 16
2023
Q2 		$1.03M Hold
2,540
– – 0.83% 16
2023
Q1 		$955K Buy
2,540
+5
+0.2% +$1.83K 0.81% 19
2022
Q4 		$891K Buy
+2,535
New +$896K 0.87% 20

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AIFG Consultants's VOO Position: Q4 2025 in Review

AIFG Consultants reduced its Vanguard S&P 500 ETF (VOO) stake by 7.5% in Q4 2025, selling an estimated $96.9K and leaving 1,923 shares worth $1.21M. The position accounts for 2.07% of the portfolio, ranked #13.

AIFG Consultants first reported a position in VOO in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.3M in Q2 2024. 3,830 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • AIFG Consultants held 1,923 shares of Vanguard S&P 500 ETF worth $1.21M as of Q4 2025.
  • AIFG Consultants sold 156 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $96.9K.
  • Vanguard S&P 500 ETF made up 2.07% of AIFG Consultants's portfolio in Q4 2025, its #13 holding.
  • AIFG Consultants first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 13 quarters since.
  • AIFG Consultants's Vanguard S&P 500 ETF position peaked at $1.3M in Q2 2024.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.