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James Reed Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

James Reed Financial Services’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 		$295K Hold
430
– – 0.23% 15
2026
Q1 		$257K Hold
430
– – 0.22% 16
2025
Q4 		$270K Hold
430
– – 0.22% 16
2025
Q3 		$263K Hold
430
– – 0.24% 15
2025
Q2 		$244K Hold
430
– – 0.22% 17
2025
Q1 		$221K Hold
430
– – 0.25% 16
2024
Q4 		$232K Buy
+430
New +$233K 0.24% 17

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

James Reed Financial Services's VOO Position: Q2 2026 in Review

James Reed Financial Services held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 430 shares worth $295K. The position accounts for 0.23% of the portfolio, ranked #15.

James Reed Financial Services first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • James Reed Financial Services held 430 shares of Vanguard S&P 500 ETF worth $295K as of Q2 2026.
  • James Reed Financial Services left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.23% of James Reed Financial Services's portfolio in Q2 2026, its #15 holding.
  • James Reed Financial Services first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on James Reed Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.