O'Donnell Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

O'Donnell 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 Q1	$496K	Buy	830 +3	+0.4%	+$1.88K	0.17%	42
2025 Q4	$519K	Sell	827 -49	-6%	-$30.5K	0.18%	39
2025 Q3	$536K	Buy	876 +56	+7%	+$33K	0.19%	40
2025 Q2	$466K	Hold	820	–	–	0.18%	36
2025 Q1	$421K	Buy	820 +5	+0.6%	+$2.7K	0.17%	36
2024 Q4	$426K	Buy	815 +3	+0.4%	+$1.63K	0.18%	30
2024 Q3	$428K	Buy	812 +3	+0.4%	+$1.52K	0.17%	33
2024 Q2	$405K	Hold	809	–	–	0.18%	31
2024 Q1	$389K	Buy	809 +2	+0.2%	+$915	0.18%	31
2023 Q4	$352K	Buy	+807	New	+$330K	0.18%	29

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

O'Donnell Financial Services's VOO Position: Q1 2026 in Review

O'Donnell Financial Services increased its Vanguard S&P 500 ETF (VOO) stake by 0.36% in Q1 2026, buying an estimated $1.88K and bringing the position to 830 shares worth $496K. The position accounts for 0.17% of the portfolio, ranked #42.

O'Donnell Financial Services first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $536K in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

O'Donnell Financial Services held 830 shares of Vanguard S&P 500 ETF worth $496K as of Q1 2026.
O'Donnell Financial Services bought 3 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.88K.
Vanguard S&P 500 ETF made up 0.17% of O'Donnell Financial Services's portfolio in Q1 2026, its #42 holding.
O'Donnell Financial Services first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
O'Donnell Financial Services's Vanguard S&P 500 ETF position peaked at $536K in Q3 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on O'Donnell Financial Services's 13F filing for Q1 2026, filed 8 May 2026.