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Burkett Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Burkett Financial Services’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
Q3 		$25.1K Hold
35
– – 0.01% 225
2026
Q2 		$24.6K Hold
35
– – 0.01% 141
2026
Q1 		$21.3K Hold
35
– – 0.01% 142
2025
Q4 		$22.3K Sell
35
-128
-79% -$79.5K 0.01% 132
2025
Q3 		$99.8K Hold
163
– – 0.03% 75
2025
Q2 		$92.6K Sell
163
-79
-33% -$41.5K 0.03% 72
2025
Q1 		$124K Buy
242
+9
+4% +$4.87K 0.05% 60
2024
Q4 		$126K Buy
233
+6
+3% +$3.25K 0.05% 59
2024
Q3 		$120K Buy
227
+7
+3% +$3.56K 0.05% 58
2024
Q2 		$110K Sell
220
-7
-3% -$3.37K 0.06% 55
2024
Q1 		$109K Buy
227
+6
+3% +$2.75K 0.06% 58
2023
Q4 		$96.4K Buy
+221
New +$90.5K 0.05% 59

Other funds holding VOO

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Burkett Financial Services's VOO Position: Q3 2026 in Review

Burkett Financial Services held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 35 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #225.

Burkett Financial Services first reported a position in VOO in Q4 2023 and has held it in 12 quarters since. The position peaked at $126K in Q4 2024. 252 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Burkett Financial Services held 35 shares of Vanguard S&P 500 ETF worth $25.1K as of Q3 2026.
  • Burkett Financial Services left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
  • Vanguard S&P 500 ETF made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #225 holding.
  • Burkett Financial Services first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Vanguard S&P 500 ETF position peaked at $126K in Q4 2024.
  • 252 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.