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VOO icon

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

Francis Financial’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 		$84.5M Sell
122,978
-2,771
-2% -$1.85M 13.84% 1
2026
Q1 		$75.1M Sell
125,749
-315
-0.2% -$197K 13.93% 1
2025
Q4 		$79.1M Sell
126,064
-102
-0.1% -$63.4K 15.44% 1
2025
Q3 		$77.3M Buy
126,166
+1,707
+1% +$1.01M 13.74% 1
2025
Q2 		$70.7M Sell
124,459
-7,462
-6% -$3.92M 16.25% 1
2025
Q1 		$67.8M Buy
131,921
+425
+0.3% +$230K 16.44% 1
2024
Q4 		$70.9M Sell
131,496
-1,157
-0.9% -$627K 17.94% 1
2024
Q3 		$70M Sell
132,653
-1,894
-1% -$963K 18.45% 1
2024
Q2 		$67.3M Sell
134,547
-15,556
-10% -$7.49M 20.37% 1
2024
Q1 		$72.2M Buy
150,103
+1,446
+1% +$662K 23.26% 1
2023
Q4 		$64.9M Buy
148,657
+4,958
+3% +$2.03M 27.87% 1
2023
Q3 		$56.4M Buy
143,699
+8,638
+6% +$3.53M 29.45% 1
2023
Q2 		$55M Buy
135,061
+9,263
+7% +$3.57M 29.73% 1
2023
Q1 		$47.3M Buy
125,798
+2,732
+2% +$1M 32.06% 1
2022
Q4 		$43.2M Buy
123,066
+10,164
+9% +$3.59M 40.22% 1
2022
Q3 		$37.1M Buy
112,902
+14,233
+14% +$5.2M 37.88% 1
2022
Q2 		$35.9M Buy
+98,669
New +$37.2M 31.76% 1
2018
Q1 		$4.86M Sell
20,066
-1,009
-5% -$253K 11.16% 3
2017
Q4 		$5.17M Buy
+21,075
New +$5.04M 11.15% 3

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Francis Financial's VOO Position: Q2 2026 in Review

Francis Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 2.2% in Q2 2026, selling an estimated $1.85M and leaving 122,978 shares worth $84.5M. The position accounts for 13.84% of the portfolio, ranked #1.

Francis Financial first reported a position in VOO in Q4 2017 and has held it in 19 quarters since. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Francis Financial held 122,978 shares of Vanguard S&P 500 ETF worth $84.5M as of Q2 2026.
  • Francis Financial sold 2,771 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.85M.
  • Vanguard S&P 500 ETF made up 13.84% of Francis Financial's portfolio in Q2 2026, its #1 holding.
  • Francis Financial first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 19 quarters since.
  • 4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.