FIC
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Family Investment Center’s Vanguard S&P 500 ETF VOO Stock Holding History

Family Investment Center’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 		$4.63M Sell
6,746
-61
-0.9% -$40.7K 0.77% 20
2026
Q1 		$4.07M Sell
6,807
-158
-2% -$98.8K 0.78% 21
2025
Q4 		$4.37M Sell
6,965
-111
-2% -$69K 0.88% 20
2025
Q3 		$4.33M Buy
7,076
+73
+1% +$43K 0.9% 20
2025
Q2 		$3.98M Buy
7,003
+291
+4% +$153K 0.9% 20
2025
Q1 		$3.45M Sell
6,712
-818
-11% -$442K 0.84% 24
2024
Q4 		$4.06M Buy
7,530
+378
+5% +$205K 1.03% 23
2024
Q3 		$3.77M Buy
7,152
+108
+2% +$54.9K 0.95% 24
2024
Q2 		$3.52M Sell
7,044
-310
-4% -$149K 1.05% 23
2024
Q1 		$3.53M Sell
7,354
-281
-4% -$129K 1.14% 21
2023
Q4 		$3.33M Sell
7,635
-335
-4% -$137K 1.68% 11
2023
Q3 		$3.13M Sell
7,970
-180
-2% -$73.6K 1.89% 10
2023
Q2 		$3.32M Buy
8,150
+396
+5% +$153K 2.12% 9
2023
Q1 		$2.92M Buy
7,754
+457
+6% +$168K 2% 9
2022
Q4 		$2.56M Buy
+7,297
New +$2.58M 1.87% 10

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Family Investment Center's VOO Position: Q2 2026 in Review

Family Investment Center reduced its Vanguard S&P 500 ETF (VOO) stake by 0.9% in Q2 2026, selling an estimated $40.7K and leaving 6,746 shares worth $4.63M. The position accounts for 0.77% of the portfolio, ranked #20.

Family Investment Center first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 2,409 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Family Investment Center held 6,746 shares of Vanguard S&P 500 ETF worth $4.63M as of Q2 2026.
  • Family Investment Center sold 61 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $40.7K.
  • Vanguard S&P 500 ETF made up 0.77% of Family Investment Center's portfolio in Q2 2026, its #20 holding.
  • Family Investment Center first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,409 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026.