Goldstein Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Goldstein Advisors’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	$484K	Buy	704 +123	+21%	+$82K	0.04%	134
2026 Q1	$347K	Buy	581 +253	+77%	+$158K	0.04%	138
2025 Q4	$206K	Sell	328 -69	-17%	-$42.9K	0.02%	206
2025 Q3	$243K	Buy	+397	New	+$234K	0.03%	175

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

Goldstein Advisors's VOO Position: Q2 2026 in Review

Goldstein Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 21% in Q2 2026, buying an estimated $82K and bringing the position to 704 shares worth $484K. The position accounts for 0.04% of the portfolio, ranked #134.

Goldstein Advisors first reported a position in VOO in Q3 2025 and has held it in 4 quarters since. 4,014 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Goldstein Advisors held 704 shares of Vanguard S&P 500 ETF worth $484K as of Q2 2026.
Goldstein Advisors bought 123 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $82K.
Vanguard S&P 500 ETF made up 0.04% of Goldstein Advisors's portfolio in Q2 2026, its #134 holding.
Goldstein Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
4,014 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.