Cannon Financial Strategists’s Vanguard S&P 500 ETF VOO Stock Holding History

Cannon Financial Strategists’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	$2.51M	Hold	4,206	–	–	0.33%	27
2025 Q4	$2.64M	Buy	4,206 +279	+7%	+$173K	0.37%	23
2025 Q3	$2.4M	Buy	3,927 +32	+0.8%	+$18.9K	0.34%	25
2025 Q2	$2.21M	Hold	3,895	–	–	0.35%	23
2025 Q1	$2M	Hold	3,895	–	–	0.34%	25
2024 Q4	$2.1M	Sell	3,895 -46	-1%	-$24.9K	0.36%	24
2024 Q3	$2.08M	Buy	3,941 +1,891	+92%	+$961K	0.36%	23
2024 Q2	$1.03M	Sell	2,050 -38	-2%	-$18.3K	0.2%	39
2024 Q1	$1M	Buy	2,088 +84	+4%	+$38.4K	0.2%	38
2023 Q4	$875K	Hold	2,004	–	–	0.19%	40
2023 Q3	$787K	Hold	2,004	–	–	0.2%	43
2023 Q2	$816K	Buy	2,004 +278	+16%	+$107K	0.22%	44
2023 Q1	$649K	Hold	1,726	–	–	0.22%	39
2022 Q4	$606K	Sell	1,726 -227	-12%	-$80.2K	0.22%	40
2022 Q3	$641K	Hold	1,953	–	–	0.25%	38
2022 Q2	$677K	Sell	1,953 -62	-3%	-$23.4K	0.26%	39
2022 Q1	$837K	Hold	2,015	–	–	0.3%	29
2021 Q4	$880K	Buy	2,015 +253	+14%	+$107K	0.32%	29
2021 Q3	$695K	Buy	1,762 +29	+2%	+$11.8K	0.27%	33
2021 Q2	$682K	Buy	1,733 +7	+0.4%	+$2.69K	0.27%	32
2021 Q1	$629K	Hold	1,726	–	–	0.27%	33
2020 Q4	$593K	Hold	1,726	–	–	0.29%	32
2020 Q3	$531K	Hold	1,726	–	–	0.29%	31
2020 Q2	$489K	Buy	+1,726	New	+$465K	0.29%	32

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

Cannon Financial Strategists's VOO Position: Q1 2026 in Review

Cannon Financial Strategists held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 4,206 shares worth $2.51M. The position accounts for 0.33% of the portfolio, ranked #27.

Cannon Financial Strategists first reported a position in VOO in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.64M in Q4 2025. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Cannon Financial Strategists held 4,206 shares of Vanguard S&P 500 ETF worth $2.51M as of Q1 2026.
Cannon Financial Strategists left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 0.33% of Cannon Financial Strategists's portfolio in Q1 2026, its #27 holding.
Cannon Financial Strategists first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 24 quarters since.
Cannon Financial Strategists's Vanguard S&P 500 ETF position peaked at $2.64M in Q4 2025.
3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Cannon Financial Strategists's 13F filing for Q1 2026, filed 12 May 2026.