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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.26M Sell
9,109
-239
-3% -$159K 1.07% 27
2026
Q1
$5.59M Sell
9,348
-24
-0.3% -$15K 1.17% 23
2025
Q4
$5.88M Buy
9,372
+27
+0.3% +$16.8K 1.32% 23
2025
Q3
$5.74M Sell
9,345
-1,081
-10% -$637K 1.34% 21
2025
Q2
$5.94M Buy
10,426
+2,358
+29% +$1.24M 1.45% 21
2025
Q1
$4.15M Buy
8,068
+11
+0.1% +$5.95K 1.16% 24
2024
Q4
$4.34M Sell
8,057
-21
-0.3% -$11.4K 1.31% 22
2024
Q3
$4.28M Sell
8,078
-2,616
-24% -$1.33M 1.29% 21
2024
Q2
$5.35M Buy
10,694
+2,403
+29% +$1.16M 1.62% 18
2024
Q1
$3.98M Buy
8,291
+10
+0.1% +$4.58K 1.32% 20
2023
Q4
$3.62M Sell
8,281
-78
-0.9% -$31.9K 1.36% 20
2023
Q3
$3.28M Sell
8,359
-518
-6% -$212K 1.33% 22
2023
Q2
$3.62M Sell
8,877
-867
-9% -$334K 1.73% 18
2023
Q1
$3.66M Sell
9,744
-311
-3% -$114K 1.42% 23
2022
Q4
$3.53M Buy
10,055
+47
+0.5% +$16.6K 1.32% 26
2022
Q3
$3.29M Sell
10,008
-9,795
-49% -$3.58M 1.39% 24
2022
Q2
$6.87M Buy
19,803
+1,753
+10% +$660K 2.65% 13
2022
Q1
$7.49M Hold
18,050
2.41% 14
2021
Q4
$7.87M Sell
18,050
-121
-0.7% -$51.1K 2.47% 14
2021
Q3
$7.17M Sell
18,171
-451
-2% -$183K 2.39% 16
2021
Q2
$7.33M Sell
18,622
-687
-4% -$264K 2.31% 17
2021
Q1
$7.03M Sell
19,309
-332
-2% -$118K 2.37% 14
2020
Q4
$6.75M Buy
19,641
+24
+0.1% +$7.82K 2.47% 14
2020
Q3
$6.04M Sell
19,617
-138
-0.7% -$42K 2.63% 11
2020
Q2
$5.6M Sell
19,755
-22,148
-53% -$5.96M 2.65% 11
2020
Q1
$9.92M Buy
+41,903
New +$11.7M 5.78% 2

Other funds holding VOO

Frisch Financial Group's VOO Position: Q2 2026 in Review

Frisch Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 2.6% in Q2 2026, selling an estimated $159K and leaving 9,109 shares worth $6.26M. The position accounts for 1.07% of the portfolio, ranked #27.

Frisch Financial Group first reported a position in VOO in Q1 2020 and has held it in 26 quarters since. The position peaked at $9.92M in Q1 2020. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Frisch Financial Group held 9,109 shares of Vanguard S&P 500 ETF worth $6.26M as of Q2 2026.
  • Frisch Financial Group sold 239 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $159K.
  • Vanguard S&P 500 ETF made up 1.07% of Frisch Financial Group's portfolio in Q2 2026, its #27 holding.
  • Frisch Financial Group first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
  • Frisch Financial Group's Vanguard S&P 500 ETF position peaked at $9.92M in Q1 2020.
  • 3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.