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

Level Financial 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	$64.5M	Buy	93,946 +2,130	+2%	+$1.42M	14.42%	1
2026 Q1	$54.9M	Buy	91,816 +1,128	+1%	+$705K	13.99%	1
2025 Q4	$56.9M	Buy	90,688 +1,663	+2%	+$1.03M	15.04%	1
2025 Q3	$54.5M	Sell	89,025 -20	-0%	-$11.8K	15.37%	1
2025 Q2	$50.6M	Sell	89,045 -1,341	-1%	-$705K	15.74%	1
2025 Q1	$46.5M	Sell	90,386 -23	-0%	-$12.4K	15.79%	1
2024 Q4	$48.7M	Sell	90,409 -3,789	-4%	-$2.05M	17.88%	1
2024 Q3	$49.7M	Sell	94,198 -814	-0.9%	-$414K	18.97%	1
2024 Q2	$47.5M	Sell	95,012 -1,412	-1%	-$679K	20.59%	1
2024 Q1	$46.4M	Sell	96,424 -1,538	-2%	-$704K	21.03%	1
2023 Q4	$42.8M	Buy	97,962 +2,268	+2%	+$929K	21.15%	1
2023 Q3	$37.6M	Buy	95,694 +519	+0.5%	+$212K	21.01%	1
2023 Q2	$38.8M	Buy	95,175 +604	+0.6%	+$233K	21.65%	1
2023 Q1	$35.6M	Buy	94,571 +2,854	+3%	+$1.05M	21.35%	1
2022 Q4	$32.2M	Buy	91,717 +3,469	+4%	+$1.23M	21.11%	1
2022 Q3	$29M	Buy	88,248 +2,486	+3%	+$908K	21.39%	1
2022 Q2	$29.7M	Buy	85,762 +2,077	+2%	+$782K	21.9%	1
2022 Q1	$34.7M	Buy	83,685 +4,843	+6%	+$1.98M	26.77%	1
2021 Q4	$34.4M	Buy	+78,842	New	+$33.3M	26.25%	1

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

Level Financial Advisors's VOO Position: Q2 2026 in Review

Level Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q2 2026, buying an estimated $1.42M and bringing the position to 93,946 shares worth $64.5M. The position accounts for 14.42% of the portfolio, ranked #1.

Level Financial Advisors first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Level Financial Advisors held 93,946 shares of Vanguard S&P 500 ETF worth $64.5M as of Q2 2026.
Level Financial Advisors bought 2,130 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.42M.
Vanguard S&P 500 ETF made up 14.42% of Level Financial Advisors's portfolio in Q2 2026, its #1 holding.
Level Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.