Fi3 Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Fi3 Financial Advisors’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	$1.21M	Buy	12,516 +5,282	+73%	+$3.52M	0.29%	37
2026 Q1	$4.32M	Buy	7,234 +964	+15%	+$603K	1.25%	15
2025 Q4	$3.93M	Buy	6,270 +511	+9%	+$318K	1.2%	16
2025 Q3	$3.54M	Sell	5,759 -267	-4%	-$157K	1.2%	17
2025 Q2	$3.43M	Sell	6,026 -1,052	-15%	-$553K	1.24%	16
2025 Q1	$3.64M	Sell	7,078 -484	-6%	-$262K	1.48%	14
2024 Q4	$4.07M	Buy	7,562 +191	+3%	+$103K	1.53%	18
2024 Q3	$3.89M	Buy	7,371 +868	+13%	+$441K	1.55%	14
2024 Q2	$3.25M	Sell	6,503 -1,166	-15%	-$561K	1.43%	14
2024 Q1	$3.6M	Sell	7,669 -1,786	-19%	-$817K	1.66%	13
2023 Q4	$4.13M	Sell	9,455 -24	-0.3%	-$9.83K	1.97%	12
2023 Q3	$3.72M	Buy	9,479 +142	+2%	+$58.1K	2%	11
2023 Q2	$3.8M	Sell	9,337 -729	-7%	-$281K	1.99%	11
2023 Q1	$3.79M	Sell	10,066 -989	-9%	-$363K	2.02%	12
2022 Q4	$3.88M	Buy	11,055 +7,308	+195%	+$2.58M	2.22%	13
2022 Q3	$1.23M	Buy	3,747 +177	+5%	+$64.6K	1.12%	15
2022 Q2	$1.24M	Buy	3,570 +2,777	+350%	+$1.05M	1.03%	20
2022 Q1	$329K	Hold	793	–	–	0.26%	33
2021 Q4	$346K	Hold	793	–	–	0.23%	32
2021 Q3	$313K	Sell	793 -93	-10%	-$37.7K	0.21%	32
2021 Q2	$359K	Hold	886	–	–	0.25%	30
2021 Q1	$323K	Buy	+886	New	+$314K	0.28%	33

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

Fi3 Financial Advisors's VOO Position: Q2 2026 in Review

Fi3 Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 73% in Q2 2026, buying an estimated $3.52M and bringing the position to 12,516 shares worth $1.21M. The position accounts for 0.29% of the portfolio, ranked #37.

Fi3 Financial Advisors first reported a position in VOO in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.32M in Q1 2026. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Fi3 Financial Advisors held 12,516 shares of Vanguard S&P 500 ETF worth $1.21M as of Q2 2026.
Fi3 Financial Advisors bought 5,282 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.52M.
Vanguard S&P 500 ETF made up 0.29% of Fi3 Financial Advisors's portfolio in Q2 2026, its #37 holding.
Fi3 Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
Fi3 Financial Advisors's Vanguard S&P 500 ETF position peaked at $4.32M in Q1 2026.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.