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

Financial & Tax Architects’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 		$5.71M Buy
+8,308
New +$5.54M 1.2% 35
2025
Q4 		– Sell
-2,331
Closed -$1.43M – 118
2025
Q3 		$1.43M Buy
+2,331
New +$1.37M 0.32% 57

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial & Tax Architects's VOO Position: Q2 2026 in Review

Financial & Tax Architects opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 8,308 shares worth $5.71M. The stake represents 1.2% of the portfolio and ranks #35 among its holdings. This is a return to the name: Financial & Tax Architects previously reported a position in VOO as recently as Q3 2025.

Financial & Tax Architects first reported a position in VOO in Q3 2025 and has held it in 2 quarters since. 2,788 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Financial & Tax Architects held 8,308 shares of Vanguard S&P 500 ETF worth $5.71M as of Q2 2026.
  • Vanguard S&P 500 ETF was a new Financial & Tax Architects position in Q2 2026.
  • Vanguard S&P 500 ETF made up 1.2% of Financial & Tax Architects's portfolio in Q2 2026, its #35 holding.
  • Financial & Tax Architects first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 2 quarters since.
  • 2,788 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.