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

Equita Financial Network’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	$1.82M	Sell	3,052 -4,790	-61%	-$3M	0.57%	33
2025 Q4	$4.92M	Buy	7,842 +1,811	+30%	+$1.13M	1.48%	15
2025 Q3	$3.69M	Buy	6,031 +991	+20%	+$584K	1.25%	17
2025 Q2	$2.86M	Buy	5,040 +529	+12%	+$278K	1.14%	18
2025 Q1	$2.32M	Buy	4,511 +315	+8%	+$170K	0.81%	28
2024 Q4	$2.26M	Buy	4,196 +1,517	+57%	+$822K	0.82%	29
2024 Q3	$1.41M	Buy	2,679 +986	+58%	+$501K	0.52%	35
2024 Q2	$847K	Buy	1,693 +463	+38%	+$223K	0.35%	42
2024 Q1	$591K	Buy	1,230 +719	+141%	+$329K	0.27%	47
2023 Q4	$223K	Sell	511 -86	-14%	-$35.2K	0.12%	60
2023 Q3	$234K	Buy	+597	New	+$244K	0.14%	53

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

Equita Financial Network's VOO Position: Q1 2026 in Review

Equita Financial Network reduced its Vanguard S&P 500 ETF (VOO) stake by 61% in Q1 2026, selling an estimated $3M and leaving 3,052 shares worth $1.82M. The position accounts for 0.57% of the portfolio, ranked #33.

Equita Financial Network first reported a position in VOO in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.92M in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Equita Financial Network held 3,052 shares of Vanguard S&P 500 ETF worth $1.82M as of Q1 2026.
Equita Financial Network sold 4,790 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $3M.
Vanguard S&P 500 ETF made up 0.57% of Equita Financial Network's portfolio in Q1 2026, its #33 holding.
Equita Financial Network first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
Equita Financial Network's Vanguard S&P 500 ETF position peaked at $4.92M in Q4 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.