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

AllGen 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 Q1	$659K	Sell	1,102 -7	-0.6%	-$4.38K	0.16%	28
2025 Q4	$695K	Buy	1,109 +1	+0.1%	+$621	0.16%	27
2025 Q3	$679K	Hold	1,108	–	–	0.17%	31
2025 Q2	$630K	Buy	1,108 +230	+26%	+$121K	0.17%	35
2025 Q1	$451K	Buy	+878	New	+$475K	0.13%	32

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

AllGen Financial Advisors's VOO Position: Q1 2026 in Review

AllGen Financial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.63% in Q1 2026, selling an estimated $4.38K and leaving 1,102 shares worth $659K. The position accounts for 0.16% of the portfolio, ranked #28.

AllGen Financial Advisors first reported a position in VOO in Q1 2025 and has held it in 5 quarters since. The position peaked at $695K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

AllGen Financial Advisors held 1,102 shares of Vanguard S&P 500 ETF worth $659K as of Q1 2026.
AllGen Financial Advisors sold 7 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $4.38K.
Vanguard S&P 500 ETF made up 0.16% of AllGen Financial Advisors's portfolio in Q1 2026, its #28 holding.
AllGen Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
AllGen Financial Advisors's Vanguard S&P 500 ETF position peaked at $695K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on AllGen Financial Advisors's 13F filing for Q1 2026, filed 16 Jul 2026.