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 Q2	$572K	Buy	832 +2	+0.2%	+$1.33K	0.17%	43
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

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

O'Donnell Financial Services's VOO Position: Q2 2026 in Review

O'Donnell Financial Services increased its Vanguard S&P 500 ETF (VOO) stake by 0.24% in Q2 2026, buying an estimated $1.33K and bringing the position to 832 shares worth $572K. The position accounts for 0.17% of the portfolio, ranked #43.

O'Donnell Financial Services first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

O'Donnell Financial Services held 832 shares of Vanguard S&P 500 ETF worth $572K as of Q2 2026.
O'Donnell Financial Services bought 2 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.33K.
Vanguard S&P 500 ETF made up 0.17% of O'Donnell Financial Services's portfolio in Q2 2026, its #43 holding.
O'Donnell Financial Services first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.