FAG
VOO icon

Fortitude Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Fortitude Advisory Group’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 		$1.67M Buy
2,795
+505
+22% +$316K 0.75% 22
2025
Q4 		$1.44M Buy
2,290
+1,043
+84% +$648K 0.61% 29
2025
Q3 		$763K Buy
1,247
+107
+9% +$63.1K 0.41% 45
2025
Q2 		$648K Buy
1,140
+409
+56% +$215K 0.37% 50
2025
Q1 		$353K Sell
731
-455
-38% -$246K 0.25% 91
2024
Q4 		$639K Buy
1,186
+25
+2% +$13.5K 0.39% 46
2024
Q3 		$612K Buy
1,161
+7
+0.6% +$3.56K 0.39% 53
2024
Q2 		$577K Buy
1,154
+8
+0.7% +$3.85K 0.35% 56
2024
Q1 		$551K Sell
1,146
-6
-0.5% -$2.75K 0.31% 72
2023
Q4 		$503K Buy
1,152
+7
+0.6% +$2.87K 0.31% 71
2023
Q3 		$449K Buy
1,145
+26
+2% +$10.6K 0.3% 71
2023
Q2 		$456K Sell
1,119
-19
-2% -$7.33K 0.33% 73
2023
Q1 		$428K Buy
1,138
+104
+10% +$38.1K 0.33% 76
2022
Q4 		$363K Buy
1,034
+10
+1% +$3.53K 0.31% 88
2022
Q3 		$336K Buy
1,024
+7
+0.7% +$2.56K 0.32% 86
2022
Q2 		$353K Hold
1,017
– – 0.32% 90
2022
Q1 		$422K Buy
1,017
+53
+5% +$21.7K 0.22% 81
2021
Q4 		$421K Buy
+964
New +$407K 0.21% 83

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

Fortitude Advisory Group's VOO Position: Q1 2026 in Review

Fortitude Advisory Group increased its Vanguard S&P 500 ETF (VOO) stake by 22% in Q1 2026, buying an estimated $316K and bringing the position to 2,795 shares worth $1.67M. The position accounts for 0.75% of the portfolio, ranked #22.

Fortitude Advisory Group first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Fortitude Advisory Group held 2,795 shares of Vanguard S&P 500 ETF worth $1.67M as of Q1 2026.
  • Fortitude Advisory Group bought 505 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $316K.
  • Vanguard S&P 500 ETF made up 0.75% of Fortitude Advisory Group's portfolio in Q1 2026, its #22 holding.
  • Fortitude Advisory Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Fortitude Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.