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

Perryman Financial Advisory’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	$960K	Sell	1,397 -303	-18%	-$202K	0.13%	98
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Perryman Financial Advisory's VOO Position: Q2 2026 in Review

Perryman Financial Advisory reduced its Vanguard S&P 500 ETF (VOO) stake by 18% in Q2 2026, selling an estimated $202K and leaving 1,397 shares worth $960K. The position accounts for 0.13% of the portfolio, ranked #98.

Perryman Financial Advisory first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q1 2026. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Perryman Financial Advisory held 1,397 shares of Vanguard S&P 500 ETF worth $960K as of Q2 2026.
Perryman Financial Advisory sold 303 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $202K.
Vanguard S&P 500 ETF made up 0.13% of Perryman Financial Advisory's portfolio in Q2 2026, its #98 holding.
Perryman Financial Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
Perryman Financial Advisory's Vanguard S&P 500 ETF position peaked at $1.02M in Q1 2026.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.