FG
VOO icon

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

Fiduciary 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
Q1 		$60.9M Buy
101,946
+5,821
+6% +$3.64M 5.2% 1
2025
Q4 		$60.3M Buy
96,125
+12,348
+15% +$7.67M 5.06% 1
2025
Q3 		$51.3M Buy
83,777
+4,643
+6% +$2.74M 4.51% 2
2025
Q2 		$45M Buy
79,134
+676
+0.9% +$355K 4.23% 3
2025
Q1 		$40.3M Buy
78,458
+2,562
+3% +$1.38M 4.04% 2
2024
Q4 		$40.9M Buy
75,896
+797
+1% +$432K 4.1% 2
2024
Q3 		$39.6M Sell
75,099
-2,480
-3% -$1.26M 4.01% 3
2024
Q2 		$38.8M Buy
77,579
+1,510
+2% +$727K 4.17% 4
2024
Q1 		$36.6M Buy
76,069
+842
+1% +$385K 3.98% 4
2023
Q4 		$32.9M Buy
75,227
+316
+0.4% +$129K 3.85% 4
2023
Q3 		$29.4M Sell
74,911
-1,012
-1% -$414K 3.75% 4
2023
Q2 		$30.9M Buy
75,923
+943
+1% +$364K 3.8% 4
2023
Q1 		$28.2M Sell
74,980
-467
-0.6% -$171K 3.67% 4
2022
Q4 		$26.5M Buy
75,447
+515
+0.7% +$182K 3.53% 3
2022
Q3 		$27.2M Sell
74,932
-818
-1% -$299K 3.52% 3
2022
Q2 		$29.2M Buy
75,750
+776
+1% +$292K 3.65% 3
2022
Q1 		$27.1M Sell
74,974
-312
-0.4% -$128K 3.57% 5
2021
Q4 		$32.9M Sell
75,286
-752
-1% -$317K 3.66% 4
2021
Q3 		$31.9M Sell
76,038
-569
-0.7% -$231K 3.62% 4
2021
Q2 		$30.9M Sell
76,607
-211
-0.3% -$81K 3.58% 5
2021
Q1 		$29.5M Sell
76,818
-485
-0.6% -$172K 3.58% 4
2020
Q4 		$27.8M Sell
77,303
-105
-0.1% -$34.2K 3.66% 4
2020
Q3 		$23.8M Buy
77,408
+106
+0.1% +$32.3K 3.6% 4
2020
Q2 		$21.9M Buy
77,302
+1,960
+3% +$528K 3.66% 5
2020
Q1 		$17.8M Buy
75,342
+339
+0.5% +$95K 3.5% 4
2019
Q4 		$22.2M Buy
75,003
+3,217
+4% +$910K 3.54% 3
2019
Q3 		$19.6M Sell
71,786
-822
-1% -$223K 3.42% 3
2019
Q2 		$19.5M Sell
72,608
-1,095
-1% -$290K 3.51% 3
2019
Q1 		$19.1M Buy
73,703
+836
+1% +$209K 3.56% 3
2018
Q4 		$16.7M Sell
72,867
-196
-0.3% -$48.6K 3.46% 3
2018
Q3 		$19.5M Sell
73,063
-116
-0.2% -$30.4K 3.82% 2
2018
Q2 		$18.3M Sell
73,179
-136
-0.2% -$33.8K 3.86% 2
2018
Q1 		$17.7M Sell
73,315
-2,353
-3% -$590K 3.85% 2
2017
Q4 		$18.6M Sell
75,668
-248
-0.3% -$59.3K 3.96% 3
2017
Q3 		$17.5M Sell
75,916
-505
-0.7% -$114K 3.94% 2
2017
Q2 		$17M Buy
76,421
+101
+0.1% +$22.2K 3.92% 2
2017
Q1 		$16.5M Buy
76,320
+1,026
+1% +$219K 3.91% 2
2016
Q4 		$15.5M Buy
75,294
+10,937
+17% +$2.19M 4% 2
2016
Q3 		$12.8M Sell
64,357
-897
-1% -$178K 3.47% 2
2016
Q2 		$12.5M Sell
65,254
-3,429
-5% -$653K 3.48% 2
2016
Q1 		$13M Buy
68,683
+1,953
+3% +$349K 3.75% 2
2015
Q4 		$12.5M Buy
66,730
+12,458
+23% +$2.35M 3.72% 1
2015
Q3 		$9.54M Buy
54,272
+27,848
+105% +$5.18M 3.17% 1
2015
Q2 		$4.99M Buy
+26,424
New +$5.09M 1.57% 13

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

Fiduciary Group's VOO Position: Q1 2026 in Review

Fiduciary Group increased its Vanguard S&P 500 ETF (VOO) stake by 6.1% in Q1 2026, buying an estimated $3.64M and bringing the position to 101,946 shares worth $60.9M. The position accounts for 5.2% of the portfolio, ranked #1.

Fiduciary Group first reported a position in VOO in Q2 2015 and has held it in 44 quarters since. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Fiduciary Group held 101,946 shares of Vanguard S&P 500 ETF worth $60.9M as of Q1 2026.
  • Fiduciary Group bought 5,821 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $3.64M.
  • Vanguard S&P 500 ETF made up 5.2% of Fiduciary Group's portfolio in Q1 2026, its #1 holding.
  • Fiduciary Group first reported a position in Vanguard S&P 500 ETF in Q2 2015 and has held it in 44 quarters since.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.