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

Ethos 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	$41.2M	Buy	61,398 +387	+0.6%	+$258K	2.76%	3
2026 Q1	$36.4M	Sell	61,011 -404	-0.7%	-$253K	2.66%	5
2025 Q4	$38.5M	Sell	61,415 -648	-1%	-$403K	2.85%	4
2025 Q3	$38.1M	Sell	62,063 -695	-1%	-$410K	2.99%	2
2025 Q2	$35.7M	Buy	62,758 +32,210	+105%	+$16.9M	3.07%	2
2025 Q1	$16.3M	Buy	30,548 +183	+0.6%	+$98.9K	1.56%	13
2024 Q4	$16.4M	Buy	30,365 +28,969	+2,075%	+$15.7M	2.13%	8
2024 Q3	$739K	Buy	1,396 +266	+24%	+$135K	0.12%	95
2024 Q2	$567K	Buy	1,130 +69	+7%	+$33.2K	0.1%	121
2024 Q1	$521K	Buy	+1,061	New	+$486K	0.1%	144

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

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

Ethos Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.63% in Q2 2026, buying an estimated $258K and bringing the position to 61,398 shares worth $41.2M. The position accounts for 2.76% of the portfolio, ranked #3.

Ethos Financial Group first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Ethos Financial Group held 61,398 shares of Vanguard S&P 500 ETF worth $41.2M as of Q2 2026.
Ethos Financial Group bought 387 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $258K.
Vanguard S&P 500 ETF made up 2.76% of Ethos Financial Group's portfolio in Q2 2026, its #3 holding.
Ethos Financial Group first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.