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

Fiduciary Family Office’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	$1.9M	Sell	3,179 -715	-18%	-$447K	0.54%	38
2025 Q4	$2.44M	Buy	3,894 +25	+0.6%	+$15.5K	0.7%	20
2025 Q3	$2.37M	Sell	3,869 -1,421	-27%	-$838K	0.67%	24
2025 Q2	$3M	Sell	5,290 -128	-2%	-$67.3K	0.98%	16
2025 Q1	$2.78M	Buy	+5,418	New	+$2.93M	0.93%	14
2024 Q4	–	Sell	-4,567	Closed	-$2.41M	–	250
2024 Q3	$2.41M	Sell	4,567 -1,465	-24%	-$745K	0.8%	17
2024 Q2	$3.02M	Sell	6,032 -2,734	-31%	-$1.32M	1.19%	10
2024 Q1	$4.21M	Sell	8,766 -16,553	-65%	-$7.58M	1.65%	5
2023 Q4	$11.1M	Buy	+25,319	New	+$10.4M	4.84%	2

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Fiduciary Family Office's VOO Position: Q1 2026 in Review

Fiduciary Family Office reduced its Vanguard S&P 500 ETF (VOO) stake by 18% in Q1 2026, selling an estimated $447K and leaving 3,179 shares worth $1.9M. The position accounts for 0.54% of the portfolio, ranked #38.

Fiduciary Family Office first reported a position in VOO in Q4 2023 and has held it in 9 quarters since. The position peaked at $11.1M in Q4 2023. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Fiduciary Family Office held 3,179 shares of Vanguard S&P 500 ETF worth $1.9M as of Q1 2026.
Fiduciary Family Office sold 715 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $447K.
Vanguard S&P 500 ETF made up 0.54% of Fiduciary Family Office's portfolio in Q1 2026, its #38 holding.
Fiduciary Family Office first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's Vanguard S&P 500 ETF position peaked at $11.1M in Q4 2023.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.