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

Financial Guidance 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	$284K	Hold	413	–	–	0.11%	81
2026 Q1	$247K	Hold	413	–	–	0.1%	83
2025 Q4	$259K	Hold	413	–	–	0.11%	83
2025 Q3	$253K	Hold	413	–	–	0.11%	77
2025 Q2	$235K	Hold	413	–	–	0.11%	79
2025 Q1	$212K	Hold	413	–	–	0.11%	70
2024 Q4	$223K	Sell	413 -21	-5%	-$11.4K	0.12%	67
2024 Q3	$229K	Sell	434 -10	-2%	-$5.08K	0.13%	64
2024 Q2	$222K	Buy	+444	New	+$214K	0.14%	66

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Financial Guidance Group's VOO Position: Q2 2026 in Review

Financial Guidance Group held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 413 shares worth $284K. The position accounts for 0.11% of the portfolio, ranked #81.

Financial Guidance Group first reported a position in VOO in Q2 2024 and has held it in 9 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Financial Guidance Group held 413 shares of Vanguard S&P 500 ETF worth $284K as of Q2 2026.
Financial Guidance Group left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.11% of Financial Guidance Group's portfolio in Q2 2026, its #81 holding.
Financial Guidance Group first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.