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

Delta 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
2025 Q1	$991K	Buy	1,871 +204	+12%	+$110K	0.23%	75
2024 Q4	$898K	Buy	+1,667	New	+$903K	0.21%	77
2024 Q2	–	Sell	-1,235	Closed	-$594K	–	235
2024 Q1	$594K	Buy	1,235 +73	+6%	+$33.4K	0.17%	103
2023 Q4	$508K	Buy	1,162 +207	+22%	+$84.7K	0.16%	108
2023 Q3	$375K	Buy	+955	New	+$390K	0.13%	124
2023 Q2	–	Sell	-619	Closed	-$233K	–	191
2023 Q1	$233K	Sell	619 -16	-3%	-$5.87K	0.09%	152
2022 Q4	$223K	Buy	+635	New	+$224K	0.1%	150

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Delta Financial Group's VOO Position: Q1 2025 in Review

Delta Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 12% in Q1 2025, buying an estimated $110K and bringing the position to 1,871 shares worth $991K. The position accounts for 0.23% of the portfolio, ranked #75.

Delta Financial Group first reported a position in VOO in Q4 2022 and has held it in 7 quarters since. 3,326 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

Delta Financial Group held 1,871 shares of Vanguard S&P 500 ETF worth $991K as of Q1 2025.
Delta Financial Group bought 204 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $110K.
Vanguard S&P 500 ETF made up 0.23% of Delta Financial Group's portfolio in Q1 2025, its #75 holding.
Delta Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 7 quarters since.
3,326 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.