FFA
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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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Fi3 Financial Advisors's VOO Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 15% in Q1 2026, buying an estimated $603K and bringing the position to 7,234 shares worth $4.32M. The position accounts for 1.25% of the portfolio, ranked #15.

Fi3 Financial Advisors first reported a position in VOO in Q1 2021 and has held it in 21 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Fi3 Financial Advisors held 7,234 shares of Vanguard S&P 500 ETF worth $4.32M as of Q1 2026.
  • Fi3 Financial Advisors bought 964 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $603K.
  • Vanguard S&P 500 ETF made up 1.25% of Fi3 Financial Advisors's portfolio in Q1 2026, its #15 holding.
  • Fi3 Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 21 quarters since.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.