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 Q2	$757K	Hold	1,102	–	–	0.17%	29
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

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

AllGen Financial Advisors's VOO Position: Q2 2026 in Review

AllGen Financial Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 1,102 shares worth $757K. The position accounts for 0.17% of the portfolio, ranked #29.

AllGen Financial Advisors first reported a position in VOO in Q1 2025 and has held it in 6 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

AllGen Financial Advisors held 1,102 shares of Vanguard S&P 500 ETF worth $757K as of Q2 2026.
AllGen Financial Advisors left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.17% of AllGen Financial Advisors's portfolio in Q2 2026, its #29 holding.
AllGen Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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