Forum Financial Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Forum Financial Management’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	$7.39M	Buy	12,367 +116	+0.9%	+$72.5K	0.1%	40
2025 Q4	$7.68M	Buy	12,251 +114	+0.9%	+$70.8K	0.1%	46
2025 Q3	$7.43M	Buy	12,137 +303	+3%	+$179K	0.1%	45
2025 Q2	$6.72M	Buy	11,834 +184	+2%	+$96.7K	0.1%	44
2025 Q1	$5.99M	Buy	11,650 +3,270	+39%	+$1.77M	0.1%	44
2024 Q4	$4.52M	Buy	8,380 +1,559	+23%	+$844K	0.07%	54
2024 Q3	$3.6M	Buy	6,821 +336	+5%	+$171K	0.06%	60
2024 Q2	$3.24M	Buy	6,485 +467	+8%	+$225K	0.06%	64
2024 Q1	$2.89M	Buy	6,018 +644	+12%	+$295K	0.05%	83
2023 Q4	$2.35M	Buy	5,374 +586	+12%	+$240K	0.04%	80
2023 Q3	$1.88M	Buy	4,788 +355	+8%	+$145K	0.04%	93
2023 Q2	$1.81M	Buy	4,433 +674	+18%	+$260K	0.04%	91
2023 Q1	$1.41M	Buy	3,759 +323	+9%	+$118K	0.04%	108
2022 Q4	$1.21M	Buy	3,436 +1,781	+108%	+$629K	0.04%	115
2022 Q3	$543K	Buy	1,655 +794	+92%	+$290K	0.03%	208
2022 Q2	$299K	Buy	861 +112	+15%	+$42.2K	0.02%	359
2022 Q1	$311K	Buy	749 +148	+25%	+$60.6K	0.02%	381
2021 Q4	$262K	Buy	+601	New	+$254K	0.01%	481

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

Forum Financial Management's VOO Position: Q1 2026 in Review

Forum Financial Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.95% in Q1 2026, buying an estimated $72.5K and bringing the position to 12,367 shares worth $7.39M. The position accounts for 0.1% of the portfolio, ranked #40.

Forum Financial Management first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.68M in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Forum Financial Management held 12,367 shares of Vanguard S&P 500 ETF worth $7.39M as of Q1 2026.
Forum Financial Management bought 116 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $72.5K.
Vanguard S&P 500 ETF made up 0.1% of Forum Financial Management's portfolio in Q1 2026, its #40 holding.
Forum Financial Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Forum Financial Management's Vanguard S&P 500 ETF position peaked at $7.68M in Q4 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.