My Personal CFO LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

My Personal CFO LLC’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	$2.49M	Sell	3,619 -4,999	-58%	-$3.33M	0.97%	28
2026 Q1	$5.15M	Hold	8,618	–	–	2.26%	12
2025 Q4	$5.4M	Buy	+8,618	New	+$5.36M	2.25%	12
2025 Q3	–	Sell	-8,615	Closed	-$4.89M	–	150
2025 Q2	$4.89M	Sell	8,615 -450	-5%	-$236K	2.22%	9
2025 Q1	$4.66M	Buy	9,065 +2,449	+37%	+$1.32M	2.35%	10
2024 Q4	$3.56M	Buy	6,616 +1,152	+21%	+$624K	1.83%	14
2024 Q3	$2.88M	Buy	5,464 +3,177	+139%	+$1.61M	1.58%	17
2024 Q2	$1.14M	Buy	2,287 +90	+4%	+$43.3K	0.61%	37
2024 Q1	$1.06M	Buy	+2,197	New	+$1.01M	0.61%	41
2023 Q1	–	Sell	-179	Closed	-$62.9K	–	801
2022 Q4	$62.9K	Buy	+179	New	+$63.2K	0.06%	120

Other funds holding VOO

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

My Personal CFO LLC's VOO Position: Q2 2026 in Review

My Personal CFO LLC reduced its Vanguard S&P 500 ETF (VOO) stake by 58% in Q2 2026, selling an estimated $3.33M and leaving 3,619 shares worth $2.49M. The position accounts for 0.97% of the portfolio, ranked #28.

My Personal CFO LLC first reported a position in VOO in Q4 2022 and has held it in 10 quarters since. The position peaked at $5.4M in Q4 2025. 1,784 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

My Personal CFO LLC held 3,619 shares of Vanguard S&P 500 ETF worth $2.49M as of Q2 2026.
My Personal CFO LLC sold 4,999 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.33M.
Vanguard S&P 500 ETF made up 0.97% of My Personal CFO LLC's portfolio in Q2 2026, its #28 holding.
My Personal CFO LLC first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 10 quarters since.
My Personal CFO LLC's Vanguard S&P 500 ETF position peaked at $5.4M in Q4 2025.
1,784 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.