PFG
VOO icon

PAX Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

PAX Financial Group’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 		$3.06M Sell
5,123
-645
-11% -$403K 0.52% 51
2025
Q4 		$3.62M Sell
5,768
-4,977
-46% -$3.09M 0.62% 43
2025
Q3 		$6.58M Sell
10,745
-1,012
-9% -$597K 1.19% 23
2025
Q2 		$6.68M Sell
11,757
-98
-0.8% -$51.5K 1.28% 20
2025
Q1 		$6.09M Sell
11,855
-698
-6% -$377K 1.08% 24
2024
Q4 		$6.76M Sell
12,553
-564
-4% -$305K 1.21% 19
2024
Q3 		$6.92M Sell
13,117
-1,633
-11% -$830K 1.24% 19
2024
Q2 		$7.38M Sell
14,750
-1,452
-9% -$699K 1.44% 15
2024
Q1 		$7.79M Buy
16,202
+147
+0.9% +$67.3K 1.56% 14
2023
Q4 		$7.35M Sell
16,055
-902
-5% -$369K 1.52% 12
2023
Q3 		$6.66M Sell
16,957
-630
-4% -$258K 1.52% 15
2023
Q2 		$7.16M Sell
17,587
-582
-3% -$225K 1.62% 17
2023
Q1 		$6.83M Sell
18,169
-438
-2% -$161K 1.64% 15
2022
Q4 		$6.54M Buy
18,607
+2,808
+18% +$992K 1.66% 14
2022
Q3 		$5.19M Buy
15,799
+10,126
+178% +$3.7M 1.33% 16
2022
Q2 		$1.97M Buy
5,673
+1,116
+24% +$420K 0.5% 40
2022
Q1 		$1.89M Buy
4,557
+2,552
+127% +$1.04M 0.44% 42
2021
Q4 		$875K Buy
2,005
+382
+24% +$161K 0.2% 81
2021
Q3 		$640K Buy
1,623
+184
+13% +$74.7K 0.16% 115
2021
Q2 		$566K Buy
1,439
+428
+42% +$164K 0.14% 119
2021
Q1 		$368K Buy
1,011
+84
+9% +$29.8K 0.1% 126
2020
Q4 		$319K Buy
927
+189
+26% +$61.6K 0.1% 110
2020
Q3 		$227K Buy
+738
New +$225K 0.08% 119

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

PAX Financial Group's VOO Position: Q1 2026 in Review

PAX Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 11% in Q1 2026, selling an estimated $403K and leaving 5,123 shares worth $3.06M. The position accounts for 0.52% of the portfolio, ranked #51.

PAX Financial Group first reported a position in VOO in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.79M in Q1 2024. 3,834 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • PAX Financial Group held 5,123 shares of Vanguard S&P 500 ETF worth $3.06M as of Q1 2026.
  • PAX Financial Group sold 645 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $403K.
  • Vanguard S&P 500 ETF made up 0.52% of PAX Financial Group's portfolio in Q1 2026, its #51 holding.
  • PAX Financial Group first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 23 quarters since.
  • PAX Financial Group's Vanguard S&P 500 ETF position peaked at $7.79M in Q1 2024.
  • 3,834 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.