Financial Advisory Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Financial Advisory Partners’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	$986K	Buy	1,436 +4	+0.3%	+$2.67K	0.26%	54
2026 Q1	$856K	Buy	1,432 +2	+0.1%	+$1.25K	0.24%	53
2025 Q4	$897K	Sell	1,430 -6	-0.4%	-$3.73K	0.25%	53
2025 Q3	$879K	Buy	1,436 +885	+161%	+$522K	0.26%	53
2025 Q2	$313K	Buy	551 +21	+4%	+$11K	0.1%	62
2025 Q1	$272K	Sell	530 -90	-15%	-$48.7K	0.09%	62
2024 Q4	$334K	Sell	620 -58	-9%	-$31.4K	0.11%	60
2024 Q3	$358K	Sell	678 -22	-3%	-$11.2K	0.12%	60
2024 Q2	$350K	Sell	700 -21	-3%	-$10.1K	0.13%	59
2024 Q1	$347K	Hold	721	–	–	0.13%	58
2023 Q4	$315K	Sell	721 -30	-4%	-$12.3K	0.11%	59
2023 Q3	$295K	Sell	751 -896	-54%	-$366K	0.12%	61
2023 Q2	$671K	Buy	1,647 +3	+0.2%	+$1.16K	0.26%	56
2023 Q1	$618K	Buy	1,644 +31	+2%	+$11.4K	0.24%	57
2022 Q4	$567K	Sell	1,613 -72	-4%	-$25.4K	0.23%	58
2022 Q3	$553K	Sell	1,685 -108	-6%	-$39.4K	0.24%	58
2022 Q2	$622K	Buy	1,793 +172	+11%	+$64.8K	0.26%	59
2022 Q1	$673K	Buy	1,621 +591	+57%	+$242K	0.25%	61
2021 Q4	$450K	Buy	+1,030	New	+$435K	0.16%	61

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

Financial Advisory Partners's VOO Position: Q2 2026 in Review

Financial Advisory Partners increased its Vanguard S&P 500 ETF (VOO) stake by 0.28% in Q2 2026, buying an estimated $2.67K and bringing the position to 1,436 shares worth $986K. The position accounts for 0.26% of the portfolio, ranked #54.

Financial Advisory Partners first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Financial Advisory Partners held 1,436 shares of Vanguard S&P 500 ETF worth $986K as of Q2 2026.
Financial Advisory Partners bought 4 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.67K.
Vanguard S&P 500 ETF made up 0.26% of Financial Advisory Partners's portfolio in Q2 2026, its #54 holding.
Financial Advisory Partners first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.