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 Q2	$2.1M	Buy	3,061 +9	+0.3%	+$6K	0.58%	33
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Equita Financial Network's VOO Position: Q2 2026 in Review

Equita Financial Network increased its Vanguard S&P 500 ETF (VOO) stake by 0.29% in Q2 2026, buying an estimated $6K and bringing the position to 3,061 shares worth $2.1M. The position accounts for 0.58% of the portfolio, ranked #33.

Equita Financial Network first reported a position in VOO in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.92M in Q4 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Equita Financial Network held 3,061 shares of Vanguard S&P 500 ETF worth $2.1M as of Q2 2026.
Equita Financial Network bought 9 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $6K.
Vanguard S&P 500 ETF made up 0.58% of Equita Financial Network's portfolio in Q2 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 12 quarters since.
Equita Financial Network's Vanguard S&P 500 ETF position peaked at $4.92M in Q4 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.