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

Benedict 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 		$430K Buy
627
+2
+0.3% +$1.33K 0.08% 117
2026
Q1 		$373K Buy
625
+2
+0.3% +$1.25K 0.08% 118
2025
Q4 		$391K Buy
+623
New +$387K 0.08% 116

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Benedict Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.32% in Q2 2026, buying an estimated $1.33K and bringing the position to 627 shares worth $430K. The position accounts for 0.08% of the portfolio, ranked #117.

Benedict Financial Advisors first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Benedict Financial Advisors held 627 shares of Vanguard S&P 500 ETF worth $430K as of Q2 2026.
  • Benedict Financial Advisors bought 2 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.33K.
  • Vanguard S&P 500 ETF made up 0.08% of Benedict Financial Advisors's portfolio in Q2 2026, its #117 holding.
  • Benedict Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.