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FinDec Wealth Services’s Vanguard S&P 500 ETF VOO Stock Holding History

FinDec Wealth Services’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 		$668K Sell
973
-35
-3% -$23.3K 0.79% 14
2026
Q1 		$602K Sell
1,008
-68
-6% -$42.5K 0.74% 16
2025
Q4 		$675K Buy
1,076
+268
+33% +$167K 0.72% 16
2025
Q3 		$495K Sell
808
-17
-2% -$10K 0.51% 20
2025
Q2 		$469K Sell
825
-142
-15% -$74.6K 0.49% 20
2025
Q1 		$497K Sell
967
-426
-31% -$230K 0.49% 27
2024
Q4 		$751K Sell
1,393
-1,423
-51% -$771K 0.52% 27
2024
Q3 		$1.49M Buy
2,816
+4
+0.1% +$2.03K 0.86% 27
2024
Q2 		$1.41M Sell
2,812
-178
-6% -$85.7K 0.89% 28
2024
Q1 		$1.44M Sell
2,990
-14
-0.5% -$6.41K 0.9% 28
2023
Q4 		$1.31M Sell
3,004
-55
-2% -$22.5K 0.88% 26
2023
Q3 		$1.2M Sell
3,059
-13
-0.4% -$5.32K 0.87% 26
2023
Q2 		$1.25M Sell
3,072
-38
-1% -$14.7K 0.88% 25
2023
Q1 		$1.17M Sell
3,110
-567
-15% -$208K 0.88% 25
2022
Q4 		$1.29M Buy
+3,677
New +$1.3M 1.07% 25

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

FinDec Wealth Services's VOO Position: Q2 2026 in Review

FinDec Wealth Services reduced its Vanguard S&P 500 ETF (VOO) stake by 3.5% in Q2 2026, selling an estimated $23.3K and leaving 973 shares worth $668K. The position accounts for 0.79% of the portfolio, ranked #14.

FinDec Wealth Services first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.49M in Q3 2024. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • FinDec Wealth Services held 973 shares of Vanguard S&P 500 ETF worth $668K as of Q2 2026.
  • FinDec Wealth Services sold 35 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $23.3K.
  • Vanguard S&P 500 ETF made up 0.79% of FinDec Wealth Services's portfolio in Q2 2026, its #14 holding.
  • FinDec Wealth Services first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • FinDec Wealth Services's Vanguard S&P 500 ETF position peaked at $1.49M in Q3 2024.
  • 4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on FinDec Wealth Services's 13F filing for Q2 2026, filed 6 Aug 2026.