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

Financial Council’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	$3.36M	Buy	5,616 +464	+9%	+$290K	1.29%	18
2025 Q4	$3.23M	Hold	5,152	–	–	1.29%	18
2025 Q3	$3.15M	Hold	5,152	–	–	1.4%	18
2025 Q2	$2.93M	Hold	5,152	–	–	1.41%	18
2025 Q1	$2.65M	Hold	5,152	–	–	1.43%	17
2024 Q4	$2.78M	Hold	5,152	–	–	1.43%	16
2024 Q3	$2.72M	Hold	5,152	–	–	1.42%	17
2024 Q2	$2.58M	Hold	5,152	–	–	1.44%	17
2024 Q1	$2.48M	Buy	+5,152	New	+$2.36M	1.46%	17

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 Council's VOO Position: Q1 2026 in Review

Financial Council increased its Vanguard S&P 500 ETF (VOO) stake by 9% in Q1 2026, buying an estimated $290K and bringing the position to 5,616 shares worth $3.36M. The position accounts for 1.29% of the portfolio, ranked #18.

Financial Council first reported a position in VOO in Q1 2024 and has held it in 9 quarters since. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Financial Council held 5,616 shares of Vanguard S&P 500 ETF worth $3.36M as of Q1 2026.
Financial Council bought 464 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $290K.
Vanguard S&P 500 ETF made up 1.29% of Financial Council's portfolio in Q1 2026, its #18 holding.
Financial Council first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.