Financial Management Professionals
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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
Q3 		$185K Sell
265
-61
-19% -$42.6K 0.02% 175
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 		$4.02M 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
E-L Financial Corp
E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

Financial Management Professionals's VOO Position: Q3 2026 in Review

Financial Management Professionals reduced its Vanguard S&P 500 ETF (VOO) stake by 19% in Q3 2026, selling an estimated $42.6K and leaving 265 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #175.

Financial Management Professionals first reported a position in VOO in Q1 2020 and has held it in 25 quarters since. The position peaked at $39.3M in Q3 2025. 2,700 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Financial Management Professionals held 265 shares of Vanguard S&P 500 ETF worth $185K as of Q3 2026.
  • Financial Management Professionals sold 61 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $42.6K.
  • Vanguard S&P 500 ETF made up 0.02% of Financial Management Professionals's portfolio in Q3 2026, its #175 holding.
  • Financial Management Professionals first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 25 quarters since.
  • Financial Management Professionals's Vanguard S&P 500 ETF position peaked at $39.3M in Q3 2025.
  • 2,700 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.