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 Q2	$2.18M	Sell	3,168 -11	-0.3%	-$7.33K	0.54%	40
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

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

Fiduciary Family Office's VOO Position: Q2 2026 in Review

Fiduciary Family Office reduced its Vanguard S&P 500 ETF (VOO) stake by 0.35% in Q2 2026, selling an estimated $7.33K and leaving 3,168 shares worth $2.18M. The position accounts for 0.54% of the portfolio, ranked #40.

Fiduciary Family Office first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.1M in Q4 2023. 4,007 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Fiduciary Family Office held 3,168 shares of Vanguard S&P 500 ETF worth $2.18M as of Q2 2026.
Fiduciary Family Office sold 11 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $7.33K.
Vanguard S&P 500 ETF made up 0.54% of Fiduciary Family Office's portfolio in Q2 2026, its #40 holding.
Fiduciary Family Office first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Fiduciary Family Office's Vanguard S&P 500 ETF position peaked at $11.1M in Q4 2023.
4,007 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.