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 Q2	$19.3M	Sell	28,084 -5	-0%	-$3.33K	0.5%	43
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

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

Atomi Financial Group's VOO Position: Q2 2026 in Review

Atomi Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 0.02% in Q2 2026, selling an estimated $3.33K and leaving 28,084 shares worth $19.3M. The position accounts for 0.5% of the portfolio, ranked #43.

Atomi Financial Group first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. The position peaked at $53M in Q4 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Atomi Financial Group held 28,084 shares of Vanguard S&P 500 ETF worth $19.3M as of Q2 2026.
Atomi Financial Group sold 5 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.33K.
Vanguard S&P 500 ETF made up 0.5% of Atomi Financial Group's portfolio in Q2 2026, its #43 holding.
Atomi Financial Group first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
Atomi Financial Group's Vanguard S&P 500 ETF position peaked at $53M in Q4 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.