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

Benchmark Financial Wealth 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 		$7.64M Sell
11,118
-295
-3% -$197K 1.88% 19
2026
Q1 		$6.82M Sell
11,413
-325
-3% -$203K 1.89% 17
2025
Q4 		$7.36M Buy
11,738
+99
+0.9% +$61.5K 2.11% 15
2025
Q3 		$7.13M Sell
11,639
-2,033
-15% -$1.2M 2.14% 14
2025
Q2 		$7.77M Buy
13,672
+11,435
+511% +$6.01M 2.57% 11
2025
Q1 		$1.15M Buy
2,237
+478
+27% +$258K 0.43% 33
2024
Q4 		$948K Buy
1,759
+191
+12% +$103K 0.3% 40
2024
Q3 		$827K Buy
1,568
+61
+4% +$31K 0.28% 39
2024
Q2 		$754K Buy
1,507
+8
+0.5% +$3.85K 0.28% 41
2024
Q1 		$720K Buy
1,499
+458
+44% +$210K 0.28% 38
2023
Q4 		$455K Buy
1,041
+7
+0.7% +$2.87K 0.2% 47
2023
Q3 		$406K Buy
1,034
+9
+0.9% +$3.68K 0.19% 41
2023
Q2 		$418K Sell
1,025
-18
-2% -$6.94K 0.19% 41
2023
Q1 		$392K Buy
1,043
+3
+0.3% +$1.1K 0.2% 40
2022
Q4 		$365K Buy
1,040
+16
+2% +$5.65K 0.2% 44
2022
Q3 		$336K Sell
1,024
-155
-13% -$56.6K 0.2% 49
2022
Q2 		$409K Buy
1,179
+495
+72% +$186K 0.21% 37
2022
Q1 		$284K Sell
684
-8
-1% -$3.27K 0.12% 62
2021
Q4 		$302K Buy
692
+4
+0.6% +$1.69K 0.13% 53
2021
Q3 		$271K Buy
688
+13
+2% +$5.27K 0.13% 53
2021
Q2 		$266K Buy
+675
New +$259K 0.13% 51
2021
Q1 		– Sell
-1,056
Closed -$363K – 74
2020
Q4 		$363K Sell
1,056
-25
-2% -$8.15K 0.2% 41
2020
Q3 		$333K Buy
1,081
+5
+0.5% +$1.52K 0.21% 42
2020
Q2 		$305K Buy
1,076
+187
+21% +$50.3K 0.22% 37
2020
Q1 		$210K Buy
889
+170
+24% +$47.6K 0.21% 34
2019
Q4 		$213K Buy
+719
New +$203K 0.18% 34

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Benchmark Financial Wealth Advisors's VOO Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 2.6% in Q2 2026, selling an estimated $197K and leaving 11,118 shares worth $7.64M. The position accounts for 1.88% of the portfolio, ranked #19.

Benchmark Financial Wealth Advisors first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.77M in Q2 2025. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 11,118 shares of Vanguard S&P 500 ETF worth $7.64M as of Q2 2026.
  • Benchmark Financial Wealth Advisors sold 295 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $197K.
  • Vanguard S&P 500 ETF made up 1.88% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Benchmark Financial Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • Benchmark Financial Wealth Advisors's Vanguard S&P 500 ETF position peaked at $7.77M in Q2 2025.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.