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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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

FinDec Wealth Services's VOO Position: Q1 2026 in Review

FinDec Wealth Services reduced its Vanguard S&P 500 ETF (VOO) stake by 6.3% in Q1 2026, selling an estimated $42.5K and leaving 1,008 shares worth $602K. The position accounts for 0.74% of the portfolio, ranked #16.

FinDec Wealth Services first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.49M in Q3 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • FinDec Wealth Services held 1,008 shares of Vanguard S&P 500 ETF worth $602K as of Q1 2026.
  • FinDec Wealth Services sold 68 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $42.5K.
  • Vanguard S&P 500 ETF made up 0.74% of FinDec Wealth Services's portfolio in Q1 2026, its #16 holding.
  • FinDec Wealth Services first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • FinDec Wealth Services's Vanguard S&P 500 ETF position peaked at $1.49M in Q3 2024.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on FinDec Wealth Services's 13F filing for Q1 2026, filed 5 May 2026.