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

Ehrlich 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
Q2 		$405K Buy
589
+90
+18% +$60K 0.21% 84
2026
Q1 		$298K Buy
499
+36
+8% +$22.5K 0.17% 93
2025
Q4 		$290K Sell
463
-105
-18% -$65.3K 0.17% 90
2025
Q3 		$348K Buy
568
+51
+10% +$30.1K 0.21% 81
2025
Q2 		$294K Sell
517
-140
-21% -$73.6K 0.19% 84
2025
Q1 		$338K Sell
657
-882
-57% -$477K 0.25% 77
2024
Q4 		$829K Sell
1,539
-291
-16% -$158K 0.59% 39
2024
Q3 		$966K Buy
1,830
+906
+98% +$461K 0.69% 33
2024
Q2 		$462K Sell
924
-1,057
-53% -$509K 0.36% 55
2024
Q1 		$952K Buy
1,981
+1,221
+161% +$559K 0.8% 29
2023
Q4 		$332K Buy
+760
New +$311K 0.33% 67

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Ehrlich Financial Group's VOO Position: Q2 2026 in Review

Ehrlich Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 18% in Q2 2026, buying an estimated $60K and bringing the position to 589 shares worth $405K. The position accounts for 0.21% of the portfolio, ranked #84.

Ehrlich Financial Group first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $966K in Q3 2024. 1,442 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Ehrlich Financial Group held 589 shares of Vanguard S&P 500 ETF worth $405K as of Q2 2026.
  • Ehrlich Financial Group bought 90 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $60K.
  • Vanguard S&P 500 ETF made up 0.21% of Ehrlich Financial Group's portfolio in Q2 2026, its #84 holding.
  • Ehrlich Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Ehrlich Financial Group's Vanguard S&P 500 ETF position peaked at $966K in Q3 2024.
  • 1,442 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.