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 Q2	$3.97M	Buy	5,774 +158	+3%	+$105K	1.29%	17
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

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 Council's VOO Position: Q2 2026 in Review

Financial Council increased its Vanguard S&P 500 ETF (VOO) stake by 2.8% in Q2 2026, buying an estimated $105K and bringing the position to 5,774 shares worth $3.97M. The position accounts for 1.29% of the portfolio, ranked #17.

Financial Council first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Financial Council held 5,774 shares of Vanguard S&P 500 ETF worth $3.97M as of Q2 2026.
Financial Council bought 158 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $105K.
Vanguard S&P 500 ETF made up 1.29% of Financial Council's portfolio in Q2 2026, its #17 holding.
Financial Council first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Financial Council's 13F filing for Q2 2026, filed 4 Aug 2026.