Pathway Financial Advisers’s Vanguard S&P 500 ETF VOO Stock Holding History

Pathway Financial Advisers’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	$780K	Buy	1,306 +82	+7%	+$51.3K	0.22%	108
2025 Q4	$767K	Buy	1,224 +28	+2%	+$17.4K	0.22%	106
2025 Q3	$721K	Buy	1,196 +49	+4%	+$28.9K	0.21%	109
2025 Q2	$652K	Buy	1,147 +69	+6%	+$36.3K	0.21%	115
2025 Q1	$554K	Buy	1,078 +37	+4%	+$20K	0.19%	117
2024 Q4	$561K	Buy	1,041 +45	+5%	+$24.4K	0.19%	120
2024 Q3	$526K	Buy	996 +111	+13%	+$56.4K	0.24%	92
2024 Q2	$437K	Buy	885 +77	+10%	+$37.1K	0.16%	128
2024 Q1	$388K	Buy	808 +156	+24%	+$71.4K	0.14%	133
2023 Q4	$285K	Buy	652 +107	+20%	+$43.8K	0.11%	145
2023 Q3	$214K	Buy	+545	New	+$223K	0.09%	151
2023 Q1	$193K	Buy	513 +178	+53%	+$65.3K	0.08%	159
2022 Q4	$118K	Buy	+335	New	+$118K	0.05%	182

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

Pathway Financial Advisers's VOO Position: Q1 2026 in Review

Pathway Financial Advisers increased its Vanguard S&P 500 ETF (VOO) stake by 6.7% in Q1 2026, buying an estimated $51.3K and bringing the position to 1,306 shares worth $780K. The position accounts for 0.22% of the portfolio, ranked #108.

Pathway Financial Advisers first reported a position in VOO in Q4 2022 and has held it in 13 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Pathway Financial Advisers held 1,306 shares of Vanguard S&P 500 ETF worth $780K as of Q1 2026.
Pathway Financial Advisers bought 82 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $51.3K.
Vanguard S&P 500 ETF made up 0.22% of Pathway Financial Advisers's portfolio in Q1 2026, its #108 holding.
Pathway Financial Advisers first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 13 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Pathway Financial Advisers's 13F filing for Q1 2026, filed 23 Apr 2026.