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

Financial Alternatives’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	$269K	Buy	+392	New	+$261K	0.13%	70
2026 Q1	–	Sell	-326	Closed	-$205K	–	87
2025 Q4	$205K	Sell	326 -103	-24%	-$64K	0.12%	83
2025 Q3	$263K	Sell	429 -12	-3%	-$7.07K	0.16%	76
2025 Q2	$251K	Buy	+441	New	+$232K	0.16%	75
2023 Q4	–	Sell	-746	Closed	-$293K	–	83
2023 Q3	$293K	Buy	+746	New	+$305K	0.27%	57

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 Alternatives's VOO Position: Q2 2026 in Review

Financial Alternatives opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 392 shares worth $269K. The stake represents 0.13% of the portfolio and ranks #70 among its holdings. This is a return to the name: Financial Alternatives previously reported a position in VOO as recently as Q4 2025.

Financial Alternatives first reported a position in VOO in Q3 2023 and has held it in 5 quarters since. The position peaked at $293K in Q3 2023. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Financial Alternatives held 392 shares of Vanguard S&P 500 ETF worth $269K as of Q2 2026.
Vanguard S&P 500 ETF was a new Financial Alternatives position in Q2 2026.
Vanguard S&P 500 ETF made up 0.13% of Financial Alternatives's portfolio in Q2 2026, its #70 holding.
Financial Alternatives first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 5 quarters since.
Financial Alternatives's Vanguard S&P 500 ETF position peaked at $293K in Q3 2023.
3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.