Fortitude Family Office’s Vanguard S&P 500 ETF VOO Stock Holding History

Fortitude Family Office’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	$11.7M	Sell	19,540 -11	-0.1%	-$6.88K	2.61%	10
2025 Q4	$12.3M	Sell	19,551 -1,282	-6%	-$797K	2.85%	9
2025 Q3	$12.8M	Sell	20,833 -211	-1%	-$124K	3.43%	6
2025 Q2	$12M	Buy	21,044 +16,817	+398%	+$8.84M	3.92%	4
2025 Q1	$2.17M	Buy	4,227 +3,494	+477%	+$1.89M	0.77%	28
2024 Q4	$395K	Sell	733 -168	-19%	-$91K	0.14%	87
2024 Q3	$475K	Buy	901 +241	+37%	+$123K	0.19%	68
2024 Q2	$330K	Hold	660	–	–	0.19%	65
2024 Q1	$317K	Sell	660 -26	-4%	-$11.9K	0.21%	63
2023 Q4	$300K	Buy	+686	New	+$281K	0.22%	67

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

Fortitude Family Office's VOO Position: Q1 2026 in Review

Fortitude Family Office reduced its Vanguard S&P 500 ETF (VOO) stake by 0.06% in Q1 2026, selling an estimated $6.88K and leaving 19,540 shares worth $11.7M. The position accounts for 2.61% of the portfolio, ranked #10.

Fortitude Family Office first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.8M in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Fortitude Family Office held 19,540 shares of Vanguard S&P 500 ETF worth $11.7M as of Q1 2026.
Fortitude Family Office sold 11 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $6.88K.
Vanguard S&P 500 ETF made up 2.61% of Fortitude Family Office's portfolio in Q1 2026, its #10 holding.
Fortitude Family Office first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Fortitude Family Office's Vanguard S&P 500 ETF position peaked at $12.8M in Q3 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.