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

Conquis Financial’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 		$28.3M Sell
41,162
-1,689
-4% -$1.13M 22.8% 1
2026
Q1 		$27.9M Sell
42,851
-2,184
-5% -$1.37M 23.13% 1
2025
Q4 		$28.2M Sell
45,035
-7,203
-14% -$4.48M 24.29% 1
2025
Q3 		$32.1M Sell
52,238
-1,809
-3% -$1.07M 30.37% 1
2025
Q2 		$30.8M Sell
54,047
-18,738
-26% -$9.85M 29.89% 1
2025
Q1 		$37.4M Sell
72,785
-318
-0.4% -$172K 38.83% 1
2024
Q4 		$39.4M Buy
+73,103
New +$39.6M 40.32% 1

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

Conquis Financial's VOO Position: Q2 2026 in Review

Conquis Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 3.9% in Q2 2026, selling an estimated $1.13M and leaving 41,162 shares worth $28.3M. The position accounts for 22.8% of the portfolio, ranked #1.

Conquis Financial first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.4M in Q4 2024. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Conquis Financial held 41,162 shares of Vanguard S&P 500 ETF worth $28.3M as of Q2 2026.
  • Conquis Financial sold 1,689 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.13M.
  • Vanguard S&P 500 ETF made up 22.8% of Conquis Financial's portfolio in Q2 2026, its #1 holding.
  • Conquis Financial first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Conquis Financial's Vanguard S&P 500 ETF position peaked at $39.4M in Q4 2024.
  • 4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Conquis Financial's 13F filing for Q2 2026, filed 13 Aug 2026.