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

Financial Management Professionals’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 		$224K Buy
326
+44
+16% +$29.3K 0.02% 169
2026
Q1 		$168K Sell
282
-61,840
-100% -$38.7M 0.02% 165
2025
Q4 		$39M Sell
62,122
-1,793
-3% -$1.11M 4.02% 8
2025
Q3 		$39.3M Buy
63,915
+1,549
+2% +$913K 4.09% 9
2025
Q2 		$35.5M Buy
62,366
+3,200
+5% +$1.68M 4% 8
2025
Q1 		$30.4M Buy
59,166
+2,406
+4% +$1.3M 3.88% 10
2024
Q4 		$30.6M Buy
56,760
+1,790
+3% +$970K 3.87% 9
2024
Q3 		$29M Buy
54,970
+905
+2% +$460K 3.6% 10
2024
Q2 		$27M Buy
54,065
+2,113
+4% +$1.02M 3.71% 10
2024
Q1 		$25M Buy
51,952
+2,559
+5% +$1.17M 3.68% 8
2023
Q4 		$21.6M Buy
49,393
+1,412
+3% +$578K 3.52% 8
2023
Q3 		$18.8M Buy
47,981
+3,207
+7% +$1.31M 3.31% 9
2023
Q2 		$18.2M Buy
44,774
+43,824
+4,613% +$16.9M 3.05% 9
2023
Q1 		$357K Sell
950
-54,613
-98% -$20M 0.07% 85
2022
Q4 		$19.5M Buy
55,563
+379
+0.7% +$134K 3.99% 9
2022
Q3 		$18.1M Buy
55,184
+1,991
+4% +$727K 4.15% 8
2022
Q2 		$18.5M Sell
53,193
-19,494
-27% -$7.34M 4.48% 6
2022
Q1 		$30.2M Buy
72,687
+3,524
+5% +$1.44M 6.54% 3
2021
Q4 		$30.2M Buy
69,163
+2,919
+4% +$1.23M 6.4% 2
2021
Q3 		$26.1M Buy
66,244
+66,237
+946,243% +$26.9M 6.03% 2
2021
Q2 		$3K Buy
+7
New +$2.69K ﹤0.01% 633
2020
Q4 		– Sell
-14,273
Closed -$4.39M – 683
2020
Q3 		$4.39M Buy
14,273
+109
+0.8% +$33.2K 1.57% 17
2020
Q2 		$4.01M Buy
14,164
+789
+6% +$212K 1.39% 14
2020
Q1 		$3.17M Buy
+13,375
New +$3.75M 1.34% 15

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Financial Management Professionals's VOO Position: Q2 2026 in Review

Financial Management Professionals increased its Vanguard S&P 500 ETF (VOO) stake by 16% in Q2 2026, buying an estimated $29.3K and bringing the position to 326 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #169.

Financial Management Professionals first reported a position in VOO in Q1 2020 and has held it in 24 quarters since. The position peaked at $39.3M in Q3 2025. 938 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Financial Management Professionals held 326 shares of Vanguard S&P 500 ETF worth $224K as of Q2 2026.
  • Financial Management Professionals bought 44 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $29.3K.
  • Vanguard S&P 500 ETF made up 0.02% of Financial Management Professionals's portfolio in Q2 2026, its #169 holding.
  • Financial Management Professionals first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 24 quarters since.
  • Financial Management Professionals's Vanguard S&P 500 ETF position peaked at $39.3M in Q3 2025.
  • 938 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.