Flagship Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Flagship Wealth Advisors’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	$3.78M	Sell	6,652 -3,844	-37%	-$2.4M	1.62%	19
2025 Q4	$6.58M	Buy	10,496 +1,028	+11%	+$639K	1.91%	16
2025 Q3	$5.8M	Buy	9,468 +1,856	+24%	+$1.09M	1.91%	16
2025 Q2	$4.32M	Buy	7,612 +3,556	+88%	+$1.87M	1.63%	18
2025 Q1	$2.08M	Buy	4,056 +2,981	+277%	+$1.61M	0.88%	29
2024 Q4	$579K	Buy	+1,075	New	+$582K	0.34%	43

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Flagship Wealth Advisors's VOO Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 37% in Q1 2026, selling an estimated $2.4M and leaving 6,652 shares worth $3.78M. The position accounts for 1.62% of the portfolio, ranked #19.

Flagship Wealth Advisors first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.58M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Flagship Wealth Advisors held 6,652 shares of Vanguard S&P 500 ETF worth $3.78M as of Q1 2026.
Flagship Wealth Advisors sold 3,844 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $2.4M.
Vanguard S&P 500 ETF made up 1.62% of Flagship Wealth Advisors's portfolio in Q1 2026, its #19 holding.
Flagship Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's Vanguard S&P 500 ETF position peaked at $6.58M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.