Penney Financial
VOO icon

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
Q3 		$1.57M Buy
2,239
+28
+1% +$19.6K 0.46% 20
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Penney Financial's VOO Position: Q3 2026 in Review

Penney Financial increased its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q3 2026, buying an estimated $19.6K and bringing the position to 2,239 shares worth $1.57M. The position accounts for 0.46% of the portfolio, ranked #20.

Penney Financial first reported a position in VOO in Q3 2024 and has held it in 9 quarters since. 2,134 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Penney Financial held 2,239 shares of Vanguard S&P 500 ETF worth $1.57M as of Q3 2026.
  • Penney Financial bought 28 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $19.6K.
  • Vanguard S&P 500 ETF made up 0.46% of Penney Financial's portfolio in Q3 2026, its #20 holding.
  • Penney Financial first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 9 quarters since.
  • 2,134 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Penney Financial's 13F filing for Q3 2026, filed 20 Oct 2026.