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

Financial Enhancement 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 Q2	$10.7M	Sell	15,648 -116	-0.7%	-$77.3K	1.28%	26
2026 Q1	$10.3M	Buy	15,764 +2,888	+22%	+$1.81M	1.27%	28
2025 Q4	$8.12M	Sell	12,876 -85	-0.7%	-$52.8K	1.06%	37
2025 Q3	$8.02M	Sell	12,961 -1,057	-8%	-$623K	1.08%	36
2025 Q2	$8.04M	Sell	14,018 -244	-2%	-$128K	1.15%	30
2025 Q1	$6.91M	Buy	14,262 +2,164	+18%	+$1.17M	1.08%	32
2024 Q4	$6.47M	Buy	+12,098	New	+$6.55M	0.99%	34
2024 Q3	–	Sell	-14,601	Closed	-$7.29M	–	146
2024 Q2	$7.29M	Sell	14,601 -3,162	-18%	-$1.52M	1.17%	30
2024 Q1	$8.34M	Sell	17,763 -171	-1%	-$78.3K	1.37%	25
2023 Q4	$7.78M	Buy	17,934 +5,949	+50%	+$2.44M	1.37%	28
2023 Q3	$4.8M	Sell	11,985 -1,223	-9%	-$500K	0.92%	38
2023 Q2	$5.46M	Buy	+13,208	New	+$5.1M	1.01%	34
2021 Q3	–	Sell	-13	Closed	-$5K	–	314
2021 Q2	$5K	Buy	+13	New	+$4.99K	﹤0.01%	212

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 Enhancement Group's VOO Position: Q2 2026 in Review

Financial Enhancement Group reduced its Vanguard S&P 500 ETF (VOO) stake by 0.74% in Q2 2026, selling an estimated $77.3K and leaving 15,648 shares worth $10.7M. The position accounts for 1.28% of the portfolio, ranked #26.

Financial Enhancement Group first reported a position in VOO in Q2 2021 and has held it in 13 quarters since. 4,014 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Financial Enhancement Group held 15,648 shares of Vanguard S&P 500 ETF worth $10.7M as of Q2 2026.
Financial Enhancement Group sold 116 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $77.3K.
Vanguard S&P 500 ETF made up 1.28% of Financial Enhancement Group's portfolio in Q2 2026, its #26 holding.
Financial Enhancement Group first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 13 quarters since.
4,014 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.