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

Allegheny 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	$626K	Buy	911 +77	+9%	+$51.3K	0.07%	153
2026 Q1	$498K	Sell	834 -302	-27%	-$189K	0.07%	154
2025 Q4	$713K	Buy	1,136 +20	+2%	+$12.4K	0.11%	126
2025 Q3	$684K	Buy	1,116 +28	+3%	+$16.5K	0.13%	121
2025 Q2	$618K	Sell	1,088 -96	-8%	-$50.5K	0.14%	125
2025 Q1	$608K	Sell	1,184 -32	-3%	-$17.3K	0.16%	113
2024 Q4	$655K	Buy	+1,216	New	+$659K	0.17%	110
2024 Q1	–	Sell	-814	Closed	-$356K	–	219
2023 Q4	$356K	Buy	+814	New	+$333K	0.11%	147

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

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

Allegheny Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 9.2% in Q2 2026, buying an estimated $51.3K and bringing the position to 911 shares worth $626K. The position accounts for 0.07% of the portfolio, ranked #153.

Allegheny Financial Group first reported a position in VOO in Q4 2023 and has held it in 8 quarters since. The position peaked at $713K in Q4 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Allegheny Financial Group held 911 shares of Vanguard S&P 500 ETF worth $626K as of Q2 2026.
Allegheny Financial Group bought 77 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $51.3K.
Vanguard S&P 500 ETF made up 0.07% of Allegheny Financial Group's portfolio in Q2 2026, its #153 holding.
Allegheny Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 8 quarters since.
Allegheny Financial Group's Vanguard S&P 500 ETF position peaked at $713K in Q4 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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