GoalVest Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

GoalVest Advisory’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	$208M	Buy	302,452 +15,301	+5%	+$10.2M	38.53%	1
2026 Q1	$172M	Buy	287,151 +10,939	+4%	+$6.84M	33.51%	1
2025 Q4	$173M	Buy	276,212 +14,524	+6%	+$9.03M	33.18%	1
2025 Q3	$160M	Buy	261,688 +22,579	+9%	+$13.3M	33.98%	1
2025 Q2	$136M	Buy	239,109 +203	+0.1%	+$107K	33.63%	1
2025 Q1	$123M	Buy	238,906 +3,067	+1%	+$1.66M	33.75%	1
2024 Q4	$127M	Buy	235,839 +5,654	+2%	+$3.06M	34.85%	1
2024 Q3	$121M	Sell	230,185 -7	-0%	-$3.56K	34.92%	1
2024 Q2	$115M	Buy	230,192 +21,529	+10%	+$10.4M	36.79%	1
2024 Q1	$100M	Buy	208,663 +14,638	+8%	+$6.7M	33.45%	1
2023 Q4	$84.8M	Buy	194,025 +11,440	+6%	+$4.68M	37.27%	1
2023 Q3	$71.7M	Buy	182,585 +9,282	+5%	+$3.8M	35.93%	1
2023 Q2	$70.6M	Buy	173,303 +41,126	+31%	+$15.9M	36.43%	1
2023 Q1	$49.7M	Buy	132,177 +24,370	+23%	+$8.94M	29.12%	1
2022 Q4	$37.9M	Buy	107,807 +5,749	+6%	+$2.03M	24.45%	1
2022 Q3	$33.5M	Buy	102,058 +67,590	+196%	+$24.7M	23.49%	1
2022 Q2	$12.1M	Buy	34,468 +20,610	+149%	+$7.76M	7.66%	1
2022 Q1	$5.75M	Buy	+13,858	New	+$5.67M	3.25%	6
2021 Q2	$4.39M	Buy	11,146 +5,429	+95%	+$2.08M	2.72%	9
2021 Q1	$2.08M	Buy	5,717 +1,768	+45%	+$627K	1.55%	16
2020 Q4	$1.36M	Buy	+3,949	New	+$1.29M	1.14%	24

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

GoalVest Advisory's VOO Position: Q2 2026 in Review

GoalVest Advisory increased its Vanguard S&P 500 ETF (VOO) stake by 5.3% in Q2 2026, buying an estimated $10.2M and bringing the position to 302,452 shares worth $208M. The position accounts for 38.53% of the portfolio, ranked #1.

GoalVest Advisory first reported a position in VOO in Q4 2020 and has held it in 21 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

GoalVest Advisory held 302,452 shares of Vanguard S&P 500 ETF worth $208M as of Q2 2026.
GoalVest Advisory bought 15,301 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $10.2M.
Vanguard S&P 500 ETF made up 38.53% of GoalVest Advisory's portfolio in Q2 2026, its #1 holding.
GoalVest Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 21 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.