Financial Partners Group (Tennessee)’s Vanguard S&P 500 ETF VOO Stock Holding History

Financial Partners Group (Tennessee)’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
2025 Q2	$667K	Buy	+1,175	New	+$618K	0.24%	59
2025 Q1	–	Sell	-1,157	Closed	-$623K	–	91
2024 Q4	$623K	Buy	1,157 +69	+6%	+$37.4K	0.26%	63
2024 Q3	$574K	Hold	1,088	–	–	0.22%	69
2024 Q2	$544K	Buy	1,088 +50	+5%	+$24.1K	0.21%	70
2024 Q1	$499K	Buy	1,038 +115	+12%	+$52.6K	0.19%	70
2023 Q4	$403K	Buy	923 +90	+11%	+$36.8K	0.18%	66
2023 Q3	$327K	Buy	833 +65	+8%	+$26.6K	0.16%	71
2023 Q2	$313K	Hold	768	–	–	0.16%	65
2023 Q1	$289K	Buy	768 +18	+2%	+$6.6K	0.15%	66
2022 Q4	$264K	Buy	+750	New	+$265K	0.16%	63

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Financial Partners Group (Tennessee)'s VOO Position: Q2 2025 in Review

Financial Partners Group (Tennessee) opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2025: 1,175 shares worth $667K. The stake represents 0.24% of the portfolio and ranks #59 among its holdings. This is a return to the name: Financial Partners Group (Tennessee) previously reported a position in VOO as recently as Q4 2024.

Financial Partners Group (Tennessee) first reported a position in VOO in Q4 2022 and has held it in 10 quarters since. 3,384 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

Financial Partners Group (Tennessee) held 1,175 shares of Vanguard S&P 500 ETF worth $667K as of Q2 2025.
Vanguard S&P 500 ETF was a new Financial Partners Group (Tennessee) position in Q2 2025.
Vanguard S&P 500 ETF made up 0.24% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #59 holding.
Financial Partners Group (Tennessee) first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 10 quarters since.
3,384 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.