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

Financial Services Advisory’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 		$4.45M Buy
6,472
+1,858
+40% +$1.24M 1.11% 22
2026
Q1 		$2.76M Sell
4,614
-514
-10% -$321K 1.31% 21
2025
Q4 		$3.22M Sell
5,128
-1,643
-24% -$1.02M 1.16% 21
2025
Q3 		$4.15M Sell
6,771
-97
-1% -$57.2K 1.6% 15
2025
Q2 		$3.9M Sell
6,868
-33,583
-83% -$17.6M 1.88% 14
2025
Q1 		$20.8M Sell
40,451
-12,296
-23% -$6.65M 7.86% 4
2024
Q4 		$28.4M Buy
52,747
+8,323
+19% +$4.51M 6.67% 3
2024
Q3 		$23.4M Buy
44,424
+13,063
+42% +$6.64M 5.67% 6
2024
Q2 		$15.7M Buy
31,361
+23,139
+281% +$11.1M 4.29% 9
2024
Q1 		$3.95M Buy
8,222
+600
+8% +$275K 0.98% 24
2023
Q4 		$3.33M Sell
7,622
-58,660
-89% -$24M 0.95% 26
2023
Q3 		$26M Sell
66,282
-30,700
-32% -$12.6M 12.72% 1
2023
Q2 		$39.5M Buy
96,982
+56,371
+139% +$21.7M 16.33% 1
2023
Q1 		$15.3M Buy
40,611
+30,258
+292% +$11.1M 10.01% 3
2022
Q4 		$3.64M Buy
10,353
+9,593
+1,262% +$3.39M 2.35% 11
2022
Q3 		$250K Sell
760
-103
-12% -$37.6K 0.91% 12
2022
Q2 		$299K Buy
863
+157
+22% +$59.1K 1.22% 9
2022
Q1 		$293K Sell
706
-4,121
-85% -$1.69M 0.46% 25
2021
Q4 		$2.11M Buy
4,827
+2,064
+75% +$871K 0.67% 24
2021
Q3 		$1.09M Sell
2,763
-24
-0.9% -$9.74K 0.37% 28
2021
Q2 		$1.1M Buy
+2,787
New +$1.07M 0.47% 27

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Financial Services Advisory's VOO Position: Q2 2026 in Review

Financial Services Advisory increased its Vanguard S&P 500 ETF (VOO) stake by 40% in Q2 2026, buying an estimated $1.24M and bringing the position to 6,472 shares worth $4.45M. The position accounts for 1.11% of the portfolio, ranked #22.

Financial Services Advisory first reported a position in VOO in Q2 2021 and has held it in 21 quarters since. The position peaked at $39.5M in Q2 2023. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Financial Services Advisory held 6,472 shares of Vanguard S&P 500 ETF worth $4.45M as of Q2 2026.
  • Financial Services Advisory bought 1,858 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.24M.
  • Vanguard S&P 500 ETF made up 1.11% of Financial Services Advisory's portfolio in Q2 2026, its #22 holding.
  • Financial Services Advisory first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 21 quarters since.
  • Financial Services Advisory's Vanguard S&P 500 ETF position peaked at $39.5M in Q2 2023.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.