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

Atomi 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	$16.8M	Sell	28,089 -56,358	-67%	-$35.2M	0.52%	40
2025 Q4	$53M	Buy	84,447 +4,164	+5%	+$2.59M	1.55%	15
2025 Q3	$49.2M	Sell	80,283 -2,513	-3%	-$1.48M	1.59%	15
2025 Q2	$47M	Buy	82,796 +12,314	+17%	+$6.47M	1.78%	11
2025 Q1	$36.2M	Buy	70,482 +14,368	+26%	+$7.77M	1.65%	11
2024 Q4	$30.2M	Buy	56,114 +23,563	+72%	+$12.8M	1.53%	13
2024 Q3	$17.2M	Buy	32,551 +13,278	+69%	+$6.75M	1.07%	19
2024 Q2	$9.64M	Buy	19,273 +7,796	+68%	+$3.75M	0.71%	30
2024 Q1	$5.52M	Buy	11,477 +6,212	+118%	+$2.84M	0.51%	36
2023 Q4	$2.3M	Buy	5,265 +4,040	+330%	+$1.65M	0.32%	65
2023 Q3	$481K	Buy	1,225 +236	+24%	+$96.5K	0.16%	160
2023 Q2	$403K	Buy	+989	New	+$382K	0.18%	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

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

Atomi Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 67% in Q1 2026, selling an estimated $35.2M and leaving 28,089 shares worth $16.8M. The position accounts for 0.52% of the portfolio, ranked #40.

Atomi Financial Group first reported a position in VOO in Q2 2023 and has held it in 12 quarters since. The position peaked at $53M in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Atomi Financial Group held 28,089 shares of Vanguard S&P 500 ETF worth $16.8M as of Q1 2026.
Atomi Financial Group sold 56,358 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $35.2M.
Vanguard S&P 500 ETF made up 0.52% of Atomi Financial Group's portfolio in Q1 2026, its #40 holding.
Atomi Financial Group first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
Atomi Financial Group's Vanguard S&P 500 ETF position peaked at $53M in Q4 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.