Forum Private Client Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Forum Private Client 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 Q2	$1.12M	Buy	1,631 +183	+13%	+$122K	0.33%	33
2026 Q1	$865K	Sell	1,448 -39	-3%	-$24.4K	0.29%	37
2025 Q4	$933K	Sell	1,487 -9	-0.6%	-$5.59K	0.32%	36
2025 Q3	$916K	Sell	1,496 -11	-0.7%	-$6.48K	0.33%	35
2025 Q2	$856K	Buy	1,507 +2	+0.1%	+$1.05K	0.33%	34
2025 Q1	$774K	Sell	1,505 -56	-4%	-$30.3K	0.34%	33
2024 Q4	$841K	Buy	1,561 +46	+3%	+$24.9K	0.37%	33
2024 Q3	$799K	Sell	1,515 -70	-4%	-$35.6K	0.36%	35
2024 Q2	$793K	Buy	1,585 +114	+8%	+$54.9K	0.38%	34
2024 Q1	$707K	Sell	1,471 -290	-16%	-$133K	0.34%	37
2023 Q4	$769K	Buy	+1,761	New	+$721K	0.4%	38
2023 Q3	–	Sell	-2,090	Closed	-$851K	–	67
2023 Q2	$851K	Sell	2,090 -49	-2%	-$18.9K	0.49%	36
2023 Q1	$804K	Sell	2,139 -26	-1%	-$9.54K	0.51%	36
2022 Q4	$761K	Hold	2,165	–	–	0.53%	36
2022 Q3	$711K	Sell	2,165 -72	-3%	-$26.3K	0.53%	36
2022 Q2	$776K	Buy	2,237 +259	+13%	+$97.6K	0.56%	36
2022 Q1	$821K	Buy	+1,978	New	+$810K	0.64%	34

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

Forum Private Client Group's VOO Position: Q2 2026 in Review

Forum Private Client Group increased its Vanguard S&P 500 ETF (VOO) stake by 13% in Q2 2026, buying an estimated $122K and bringing the position to 1,631 shares worth $1.12M. The position accounts for 0.33% of the portfolio, ranked #33.

Forum Private Client Group first reported a position in VOO in Q1 2022 and has held it in 17 quarters since. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Forum Private Client Group held 1,631 shares of Vanguard S&P 500 ETF worth $1.12M as of Q2 2026.
Forum Private Client Group bought 183 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $122K.
Vanguard S&P 500 ETF made up 0.33% of Forum Private Client Group's portfolio in Q2 2026, its #33 holding.
Forum Private Client Group first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.