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Anderson Financial Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

Anderson Financial Strategies’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 		$277K Buy
+416
New +$260K 0.15% 32
2025
Q2 		– Sell
-294
Closed -$151K – 213
2025
Q1 		$151K Hold
294
– – 0.09% 65
2024
Q4 		$158K Buy
+294
New +$159K 0.1% 44

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Anderson Financial Strategies's VOO Position: Q1 2026 in Review

Anderson Financial Strategies opened a new position in Vanguard S&P 500 ETF (VOO) in Q1 2026: 416 shares worth $277K. The stake represents 0.15% of the portfolio and ranks #32 among its holdings. This is a return to the name: Anderson Financial Strategies previously reported a position in VOO as recently as Q1 2025.

Anderson Financial Strategies first reported a position in VOO in Q4 2024 and has held it in 3 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Anderson Financial Strategies held 416 shares of Vanguard S&P 500 ETF worth $277K as of Q1 2026.
  • Vanguard S&P 500 ETF was a new Anderson Financial Strategies position in Q1 2026.
  • Vanguard S&P 500 ETF made up 0.15% of Anderson Financial Strategies's portfolio in Q1 2026, its #32 holding.
  • Anderson Financial Strategies first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 3 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Anderson Financial Strategies's 13F filing for Q1 2026, filed 15 May 2026.