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 Q2	$13.4M	Sell	19,488 -52	-0.3%	-$34.7K	2.59%	10
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Fortitude Family Office's VOO Position: Q2 2026 in Review

Fortitude Family Office reduced its Vanguard S&P 500 ETF (VOO) stake by 0.27% in Q2 2026, selling an estimated $34.7K and leaving 19,488 shares worth $13.4M. The position accounts for 2.59% of the portfolio, ranked #10.

Fortitude Family Office first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Fortitude Family Office held 19,488 shares of Vanguard S&P 500 ETF worth $13.4M as of Q2 2026.
Fortitude Family Office sold 52 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $34.7K.
Vanguard S&P 500 ETF made up 2.59% of Fortitude Family Office's portfolio in Q2 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 11 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.