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 Q2	$9.85M	Buy	14,342 +1,975	+16%	+$1.32M	0.13%	37
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

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 22.9% 1-Year Est. Return

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

Forum Financial Management's VOO Position: Q2 2026 in Review

Forum Financial Management increased its Vanguard S&P 500 ETF (VOO) stake by 16% in Q2 2026, buying an estimated $1.32M and bringing the position to 14,342 shares worth $9.85M. The position accounts for 0.13% of the portfolio, ranked #37.

Forum Financial Management first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Forum Financial Management held 14,342 shares of Vanguard S&P 500 ETF worth $9.85M as of Q2 2026.
Forum Financial Management bought 1,975 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.32M.
Vanguard S&P 500 ETF made up 0.13% of Forum Financial Management's portfolio in Q2 2026, its #37 holding.
Forum Financial Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.