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Family CFO’s Vanguard S&P 500 ETF VOO Stock Holding History

Family CFO’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 		$11.4M Sell
16,643
-84
-0.5% -$56K 4.4% 8
2026
Q1 		$10M Sell
16,727
-2,583
-13% -$1.62M 4.48% 8
2025
Q4 		$12.1M Buy
19,310
+20
+0.1% +$12.4K 5.42% 6
2025
Q3 		$11.8M Buy
19,290
+35
+0.2% +$20.6K 5.44% 7
2025
Q2 		$10.9M Buy
19,255
+134
+0.7% +$70.4K 5.48% 7
2025
Q1 		$9.83M Buy
19,121
+486
+3% +$263K 5.39% 7
2024
Q4 		$10M Hold
18,635
– – 5.53% 6
2024
Q3 		$9.83M Sell
18,635
-33
-0.2% -$16.8K 5.55% 7
2024
Q2 		$9.34M Sell
18,668
-108
-0.6% -$52K 5.75% 7
2024
Q1 		$9.03M Sell
18,776
-45
-0.2% -$20.6K 5.59% 7
2023
Q4 		$8.22M Buy
18,821
+1,410
+8% +$577K 5.3% 7
2023
Q3 		$6.84M Sell
17,411
-111
-0.6% -$45.4K 4.92% 7
2023
Q2 		$7.14M Sell
17,522
-123
-0.7% -$47.5K 5.04% 8
2023
Q1 		$6.64M Buy
17,645
+250
+1% +$91.7K 5.06% 8
2022
Q4 		$6.11M Buy
17,395
+1,304
+8% +$461K 5.49% 7
2022
Q3 		$5.28M Buy
16,091
+32
+0.2% +$11.7K 5.6% 7
2022
Q2 		$5.57M Buy
16,059
+380
+2% +$143K 6.08% 7
2022
Q1 		$6.51M Buy
15,679
+139
+0.9% +$56.9K 6.61% 5
2021
Q4 		$6.78M Buy
+15,540
New +$6.56M 6.55% 5

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
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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Family CFO's VOO Position: Q2 2026 in Review

Family CFO reduced its Vanguard S&P 500 ETF (VOO) stake by 0.5% in Q2 2026, selling an estimated $56K and leaving 16,643 shares worth $11.4M. The position accounts for 4.4% of the portfolio, ranked #8.

Family CFO first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.1M in Q4 2025. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Family CFO held 16,643 shares of Vanguard S&P 500 ETF worth $11.4M as of Q2 2026.
  • Family CFO sold 84 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $56K.
  • Vanguard S&P 500 ETF made up 4.4% of Family CFO's portfolio in Q2 2026, its #8 holding.
  • Family CFO first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • Family CFO's Vanguard S&P 500 ETF position peaked at $12.1M in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Family CFO's 13F filing for Q2 2026, filed 20 Jul 2026.