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

Financial Connections 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	$823K	Sell	1,378 -214	-13%	-$134K	0.29%	42
2025 Q4	$998K	Sell	1,592 -26	-2%	-$16.2K	0.34%	37
2025 Q3	$990K	Sell	1,618 -9	-0.6%	-$5.3K	0.39%	33
2025 Q2	$924K	Sell	1,627 -51	-3%	-$26.8K	0.38%	34
2025 Q1	$862K	Sell	1,678 -81	-5%	-$43.8K	0.39%	33
2024 Q4	$947K	Buy	1,759 +10	+0.6%	+$5.42K	0.46%	29
2024 Q3	$922K	Sell	1,749 -30	-2%	-$15.2K	0.45%	28
2024 Q2	$889K	Buy	+1,779	New	+$856K	0.46%	29
2024 Q1	–	Sell	-1,920	Closed	-$838K	–	267
2023 Q4	$838K	Buy	+1,920	New	+$786K	0.54%	27
2023 Q3	–	Sell	-1,920	Closed	-$781K	–	236
2023 Q2	$781K	Hold	1,920	–	–	0.51%	33
2023 Q1	$722K	Hold	1,920	–	–	0.51%	33
2022 Q4	$674K	Hold	1,920	–	–	0.53%	32
2022 Q3	$630K	Hold	1,920	–	–	0.53%	30
2022 Q2	$666K	Hold	1,920	–	–	0.59%	31
2022 Q1	$797K	Hold	1,920	–	–	0.8%	28
2021 Q4	$838K	Buy	+1,920	New	+$810K	0.82%	22

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Financial Connections Group's VOO Position: Q1 2026 in Review

Financial Connections Group reduced its Vanguard S&P 500 ETF (VOO) stake by 13% in Q1 2026, selling an estimated $134K and leaving 1,378 shares worth $823K. The position accounts for 0.29% of the portfolio, ranked #42.

Financial Connections Group first reported a position in VOO in Q4 2021 and has held it in 16 quarters since. The position peaked at $998K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Financial Connections Group held 1,378 shares of Vanguard S&P 500 ETF worth $823K as of Q1 2026.
Financial Connections Group sold 214 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $134K.
Vanguard S&P 500 ETF made up 0.29% of Financial Connections Group's portfolio in Q1 2026, its #42 holding.
Financial Connections Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
Financial Connections Group's Vanguard S&P 500 ETF position peaked at $998K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.