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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.02M Buy
1,700
+256
+18% +$160K 0.15% 94
2025
Q4
$906K Buy
+1,444
New +$897K 0.13% 96

Other funds holding VOO

Perryman Financial Advisory's VOO Position: Q1 2026 in Review

Perryman Financial Advisory increased its Vanguard S&P 500 ETF (VOO) stake by 18% in Q1 2026, buying an estimated $160K and bringing the position to 1,700 shares worth $1.02M. The position accounts for 0.15% of the portfolio, ranked #94.

Perryman Financial Advisory first reported a position in VOO in Q4 2025 and has held it in 2 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Perryman Financial Advisory held 1,700 shares of Vanguard S&P 500 ETF worth $1.02M as of Q1 2026.
  • Perryman Financial Advisory bought 256 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $160K.
  • Vanguard S&P 500 ETF made up 0.15% of Perryman Financial Advisory's portfolio in Q1 2026, its #94 holding.
  • Perryman Financial Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Perryman Financial Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.