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Chapman Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Chapman 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
Q3 		$1.41M Sell
2,012
-276
-12% -$193K 0.93% 25
2026
Q2 		$1.57M Buy
2,288
+71
+3% +$47.3K 1.04% 21
2026
Q1 		$1.32M Sell
2,217
-43
-2% -$26.9K 0.95% 28
2025
Q4 		$1.42M Buy
2,260
+20
+0.9% +$12.4K 0.97% 24
2025
Q3 		$1.37M Sell
2,240
-153
-6% -$90.2K 0.95% 25
2025
Q2 		$1.36M Buy
+2,393
New +$1.26M 1.15% 22
2024
Q4 		$1.58M Buy
+2,929
New +$1.59M 1.26% 20

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Chapman Financial Group's VOO Position: Q3 2026 in Review

Chapman Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 12% in Q3 2026, selling an estimated $193K and leaving 2,012 shares worth $1.41M. The position accounts for 0.93% of the portfolio, ranked #25.

Chapman Financial Group first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q4 2024. 3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Chapman Financial Group held 2,012 shares of Vanguard S&P 500 ETF worth $1.41M as of Q3 2026.
  • Chapman Financial Group sold 276 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $193K.
  • Vanguard S&P 500 ETF made up 0.93% of Chapman Financial Group's portfolio in Q3 2026, its #25 holding.
  • Chapman Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Chapman Financial Group's Vanguard S&P 500 ETF position peaked at $1.58M in Q4 2024.
  • 3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Chapman Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.