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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Allegheny Financial Group's VOO Position: Q1 2026 in Review

Allegheny Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 27% in Q1 2026, selling an estimated $189K and leaving 834 shares worth $498K. The position accounts for 0.07% of the portfolio, ranked #154.

Allegheny Financial Group first reported a position in VOO in Q4 2023 and has held it in 7 quarters since. The position peaked at $713K in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Allegheny Financial Group held 834 shares of Vanguard S&P 500 ETF worth $498K as of Q1 2026.
Allegheny Financial Group sold 302 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $189K.
Vanguard S&P 500 ETF made up 0.07% of Allegheny Financial Group's portfolio in Q1 2026, its #154 holding.
Allegheny Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 7 quarters since.
Allegheny Financial Group's Vanguard S&P 500 ETF position peaked at $713K in Q4 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Allegheny Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.