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

Financial Perspectives’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 		$3.8M Buy
5,535
+961
+21% +$641K 0.93% 24
2026
Q1 		$2.73M Buy
4,574
+81
+2% +$50.7K 0.76% 26
2025
Q4 		$2.82M Buy
4,493
+55
+1% +$34.2K 0.76% 28
2025
Q3 		$2.72M Sell
4,438
-227
-5% -$134K 0.75% 29
2025
Q2 		$2.65M Sell
4,665
-1,321
-22% -$694K 0.8% 26
2025
Q1 		$3.08M Sell
5,986
-81
-1% -$43.8K 1.05% 22
2024
Q4 		$3.27M Buy
6,067
+223
+4% +$121K 1.1% 21
2024
Q3 		$3.08M Buy
5,844
+87
+2% +$44.2K 1.07% 22
2024
Q2 		$2.88M Hold
5,757
– – 1.06% 21
2024
Q1 		$2.77M Buy
5,757
+69
+1% +$31.6K 1.05% 22
2023
Q4 		$2.48M Buy
5,688
+155
+3% +$63.5K 1.01% 22
2023
Q3 		$2.17M Buy
5,533
+57
+1% +$23.3K 0.99% 22
2023
Q2 		$2.23M Hold
5,476
– – 0.98% 22
2023
Q1 		$2.06M Buy
5,476
+2
+0% +$733 0.98% 22
2022
Q4 		$1.92M Sell
5,474
-1,609
-23% -$568K 0.99% 22
2022
Q3 		$2.33M Sell
7,083
-710
-9% -$259K 1.3% 16
2022
Q2 		$2.7M Sell
7,793
-952
-11% -$359K 1.53% 14
2022
Q1 		$3.63M Sell
8,745
-134
-2% -$54.9K 1.7% 13
2021
Q4 		$3.88M Buy
8,879
+3,546
+66% +$1.5M 1.83% 12
2021
Q3 		$2.1M Sell
5,333
-101
-2% -$41K 1.06% 19
2021
Q2 		$2.14M Sell
5,434
-1,974,186
-100% -$758M 1.04% 21
2021
Q1 		$5.43M Buy
1,979,620
+1,973,161
+30,549% +$700M 0.27% 69
2020
Q4 		$2.22M Buy
6,459
+1,138
+21% +$371K 1.26% 16
2020
Q3 		$1.64M Sell
5,321
-322
-6% -$98.1K 1.08% 18
2020
Q2 		$1.6M Hold
5,643
– – 1.14% 16
2020
Q1 		$1.34M Buy
5,643
+5,556
+6,386% +$1.56M 1.08% 15
2019
Q4 		$25.7K Buy
+87
New +$24.6K 0.02% 232

Other funds holding VOO

AssetMark Inc
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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Financial Perspectives's VOO Position: Q2 2026 in Review

Financial Perspectives increased its Vanguard S&P 500 ETF (VOO) stake by 21% in Q2 2026, buying an estimated $641K and bringing the position to 5,535 shares worth $3.8M. The position accounts for 0.93% of the portfolio, ranked #24.

Financial Perspectives first reported a position in VOO in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.43M in Q1 2021. 1,975 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Financial Perspectives held 5,535 shares of Vanguard S&P 500 ETF worth $3.8M as of Q2 2026.
  • Financial Perspectives bought 961 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $641K.
  • Vanguard S&P 500 ETF made up 0.93% of Financial Perspectives's portfolio in Q2 2026, its #24 holding.
  • Financial Perspectives first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Vanguard S&P 500 ETF position peaked at $5.43M in Q1 2021.
  • 1,975 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.