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PFG Investments’s Vanguard S&P 500 ETF VOO Stock Holding History

PFG Investments’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 		$12.4M Buy
20,735
+4,713
+29% +$2.95M 0.58% 26
2025
Q4 		$10M Buy
16,022
+493
+3% +$306K 0.47% 36
2025
Q3 		$9.51M Buy
15,529
+1,084
+8% +$639K 0.49% 34
2025
Q2 		$8.21M Buy
14,445
+3,520
+32% +$1.85M 0.48% 35
2025
Q1 		$5.61M Sell
10,925
-100
-0.9% -$54.1K 0.36% 54
2024
Q4 		$5.94M Buy
11,025
+2,070
+23% +$1.12M 0.37% 46
2024
Q3 		$4.73M Buy
8,955
+1,663
+23% +$845K 0.31% 62
2024
Q2 		$3.65M Buy
7,292
+908
+14% +$437K 0.26% 77
2024
Q1 		$3.07M Buy
6,384
+3,523
+123% +$1.61M 0.19% 113
2023
Q4 		$1.25M Buy
2,861
+639
+29% +$262K 0.23% 106
2023
Q3 		$873K Buy
2,222
+32
+1% +$13.1K 0.16% 134
2023
Q2 		$892K Buy
2,190
+44
+2% +$17K 0.16% 140
2023
Q1 		$807K Buy
+2,146
New +$787K 0.16% 137

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

PFG Investments's VOO Position: Q1 2026 in Review

PFG Investments increased its Vanguard S&P 500 ETF (VOO) stake by 29% in Q1 2026, buying an estimated $2.95M and bringing the position to 20,735 shares worth $12.4M. The position accounts for 0.58% of the portfolio, ranked #26.

PFG Investments first reported a position in VOO in Q1 2023 and has held it in 13 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • PFG Investments held 20,735 shares of Vanguard S&P 500 ETF worth $12.4M as of Q1 2026.
  • PFG Investments bought 4,713 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $2.95M.
  • Vanguard S&P 500 ETF made up 0.58% of PFG Investments's portfolio in Q1 2026, its #26 holding.
  • PFG Investments first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.