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

Curran Financial Partners’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	$2.57M	Sell	4,305 -835	-16%	-$522K	0.46%	38
2025 Q4	$3.22M	Buy	5,140 +1,375	+37%	+$855K	0.61%	38
2025 Q3	$2.31M	Sell	3,765 -134	-3%	-$79K	0.46%	44
2025 Q2	$2.21M	Sell	3,899 -69	-2%	-$36.3K	0.49%	43
2025 Q1	$2.04M	Buy	3,968 +555	+16%	+$300K	0.5%	37
2024 Q4	$1.84M	Buy	3,413 +146	+4%	+$79.1K	0.48%	42
2024 Q3	$1.72M	Buy	3,267 +497	+18%	+$253K	0.49%	40
2024 Q2	$1.39M	Sell	2,770 -264	-9%	-$127K	0.46%	41
2024 Q1	$1.46M	Sell	3,034 -596	-16%	-$273K	0.51%	39
2023 Q4	$1.62M	Buy	3,630 +650	+22%	+$266K	0.62%	35
2023 Q3	$1.17M	Buy	2,980 +2	+0.1%	+$818	0.51%	37
2023 Q2	$1.21M	Buy	2,978 +2,046	+220%	+$789K	0.53%	38
2023 Q1	$350K	Sell	932 -3	-0.3%	-$1.1K	0.17%	52
2022 Q4	$329K	Buy	935 +47	+5%	+$16.6K	0.16%	53
2022 Q3	$292K	Buy	+888	New	+$324K	0.15%	50

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

Curran Financial Partners's VOO Position: Q1 2026 in Review

Curran Financial Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 16% in Q1 2026, selling an estimated $522K and leaving 4,305 shares worth $2.57M. The position accounts for 0.46% of the portfolio, ranked #38.

Curran Financial Partners first reported a position in VOO in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.22M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Curran Financial Partners held 4,305 shares of Vanguard S&P 500 ETF worth $2.57M as of Q1 2026.
Curran Financial Partners sold 835 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $522K.
Vanguard S&P 500 ETF made up 0.46% of Curran Financial Partners's portfolio in Q1 2026, its #38 holding.
Curran Financial Partners first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 15 quarters since.
Curran Financial Partners's Vanguard S&P 500 ETF position peaked at $3.22M in Q4 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.