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Fiduciary Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Fiduciary Financial Group’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 Buy
3,175
+28
+0.9% +$18.7K 0.25% 60
2026
Q1 		$1.88M Buy
3,147
+476
+18% +$298K 0.25% 57
2025
Q4 		$1.68M Sell
2,671
-232
-8% -$144K 0.24% 59
2025
Q3 		$1.78M Sell
2,903
-229
-7% -$135K 0.28% 50
2025
Q2 		$1.78M Buy
3,132
+143
+5% +$75.2K 0.32% 47
2025
Q1 		$1.44M Buy
2,989
+1,736
+139% +$938K 0.31% 51
2024
Q4 		$669K Buy
+1,253
New +$679K 0.15% 96
2024
Q3 		– Sell
-632
Closed -$328K – 270
2024
Q2 		$328K Buy
+632
New +$304K 0.08% 174

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fiduciary Financial Group's VOO Position: Q2 2026 in Review

Fiduciary Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.89% in Q2 2026, buying an estimated $18.7K and bringing the position to 3,175 shares worth $2.18M. The position accounts for 0.25% of the portfolio, ranked #60.

Fiduciary Financial Group first reported a position in VOO in Q2 2024 and has held it in 8 quarters since. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Fiduciary Financial Group held 3,175 shares of Vanguard S&P 500 ETF worth $2.18M as of Q2 2026.
  • Fiduciary Financial Group bought 28 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $18.7K.
  • Vanguard S&P 500 ETF made up 0.25% of Fiduciary Financial Group's portfolio in Q2 2026, its #60 holding.
  • Fiduciary Financial Group first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.