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

Penney Financial’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 		$1.52M Buy
2,211
+49
+2% +$32.7K 0.53% 22
2026
Q1 		$1.29M Buy
2,162
+92
+4% +$57.5K 0.5% 23
2025
Q4 		$1.3M Buy
2,070
+813
+65% +$505K 0.5% 23
2025
Q3 		$770K Buy
1,257
+334
+36% +$197K 0.34% 27
2025
Q2 		$524K Buy
923
+52
+6% +$27.3K 0.27% 28
2025
Q1 		$448K Buy
871
+306
+54% +$165K 0.29% 25
2024
Q4 		$305K Buy
565
+156
+38% +$84.5K 0.2% 31
2024
Q3 		$216K Buy
+409
New +$208K 0.15% 35

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Penney Financial's VOO Position: Q2 2026 in Review

Penney Financial increased its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q2 2026, buying an estimated $32.7K and bringing the position to 2,211 shares worth $1.52M. The position accounts for 0.53% of the portfolio, ranked #22.

Penney Financial first reported a position in VOO in Q3 2024 and has held it in 8 quarters since. 2,198 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Penney Financial held 2,211 shares of Vanguard S&P 500 ETF worth $1.52M as of Q2 2026.
  • Penney Financial bought 49 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $32.7K.
  • Vanguard S&P 500 ETF made up 0.53% of Penney Financial's portfolio in Q2 2026, its #22 holding.
  • Penney Financial first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
  • 2,198 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.