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

Phillips Financial Management’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 		$36.5M Sell
61,107
-7,416
-11% -$4.64M 2.65% 11
2025
Q4 		$43M Sell
68,523
-326
-0.5% -$203K 2.77% 9
2025
Q3 		$42.2M Buy
68,849
+59
+0.1% +$34.8K 2.78% 10
2025
Q2 		$39.1M Buy
68,790
+585
+0.9% +$307K 2.84% 9
2025
Q1 		$35.1M Sell
68,205
-604
-0.9% -$327K 2.71% 9
2024
Q4 		$37.1M Sell
68,809
-899
-1% -$487K 2.92% 7
2024
Q3 		$36.8M Buy
69,708
+93
+0.1% +$47.3K 2.85% 10
2024
Q2 		$34.8M Sell
69,615
-1,881
-3% -$905K 2.87% 8
2024
Q1 		$34.4M Sell
71,496
-4,246
-6% -$1.94M 2.81% 7
2023
Q4 		$33.1M Sell
75,742
-227
-0.3% -$92.9K 2.87% 7
2023
Q3 		$29.8M Buy
75,969
+275
+0.4% +$112K 2.83% 8
2023
Q2 		$30.8M Buy
75,694
+1,877
+3% +$724K 2.86% 9
2023
Q1 		$27.8M Buy
73,817
+598
+0.8% +$219K 2.68% 10
2022
Q4 		$25.7M Sell
73,219
-2,779
-4% -$982K 2.62% 10
2022
Q3 		$24.9M Buy
75,998
+4,360
+6% +$1.59M 2.75% 10
2022
Q2 		$24.9M Buy
71,638
+1,587
+2% +$598K 2.69% 10
2022
Q1 		$29.1M Buy
70,051
+1,448
+2% +$593K 2.75% 9
2021
Q4 		$29.9M Buy
68,603
+246
+0.4% +$104K 2.93% 9
2021
Q3 		$27M Buy
68,357
+10,561
+18% +$4.28M 2.79% 10
2021
Q2 		$22.7M Buy
57,796
+12,084
+26% +$4.64M 2.34% 16
2021
Q1 		$16.7M Buy
45,712
+3,276
+8% +$1.16M 2.05% 15
2020
Q4 		$14.6M Sell
42,436
-511
-1% -$167K 1.99% 15
2020
Q3 		$13.2M Sell
42,947
-837
-2% -$255K 2.07% 15
2020
Q2 		$12.4M Buy
43,784
+12,397
+39% +$3.34M 2.03% 15
2020
Q1 		$7.1M Buy
31,387
+14,779
+89% +$4.14M 1.41% 21
2019
Q4 		$4.91M Sell
16,608
-228
-1% -$64.5K 0.81% 24
2019
Q3 		$4.59M Sell
16,836
-11
-0.1% -$2.99K 0.81% 27
2019
Q2 		$4.57M Sell
16,847
-711
-4% -$188K 0.84% 26
2019
Q1 		$4.61M Buy
17,558
+104
+0.6% +$26K 0.88% 25
2018
Q4 		$4.01M Buy
17,454
+1,978
+13% +$490K 0.86% 29
2018
Q3 		$4.15M Sell
15,476
-73
-0.5% -$19.1K 0.85% 26
2018
Q2 		$3.88M Sell
15,549
-253
-2% -$62.8K 0.82% 25
2018
Q1 		$3.77M Buy
15,802
+2,032
+15% +$510K 0.82% 26
2017
Q4 		$3.46M Buy
13,770
+56
+0.4% +$13.4K 0.73% 30
2017
Q3 		$3.17M Sell
13,714
-188
-1% -$42.6K 0.69% 30
2017
Q2 		$3.16M Sell
13,902
-171
-1% -$37.6K 0.72% 30
2017
Q1 		$3M Sell
14,073
-305
-2% -$65.1K 0.73% 30
2016
Q4 		$3M Buy
14,378
+40
+0.3% +$8.03K 0.75% 29
2016
Q3 		$2.81M Sell
14,338
-481
-3% -$95.4K 0.75% 29
2016
Q2 		$2.94M Buy
14,819
+54
+0.4% +$10.3K 0.79% 28
2016
Q1 		$2.8M Sell
14,765
-38
-0.3% -$6.8K 0.78% 27
2015
Q4 		$2.56M Buy
14,803
+73
+0.5% +$13.7K 0.78% 29
2015
Q3 		$2.67M Sell
14,730
-494
-3% -$91.9K 0.78% 28
2015
Q2 		$2.97M Sell
15,224
-382
-2% -$73.6K 0.82% 29
2015
Q1 		$3M Sell
15,606
-1,353
-8% -$256K 0.82% 29
2014
Q4 		$3.15M Sell
16,959
-873
-5% -$161K 0.9% 28
2014
Q3 		$3.12M Sell
17,832
-845
-5% -$153K 0.94% 27
2014
Q2 		$3.36M Buy
18,677
+226
+1% +$39.4K 1% 26
2014
Q1 		$3.15M Buy
18,451
+898
+5% +$151K 0.99% 25
2013
Q4 		$2.94M Sell
17,553
-462
-3% -$74.9K 0.98% 26
2013
Q3 		$2.79M Buy
18,015
+332
+2% +$51K 0.99% 24
2013
Q2 		$2.72M Buy
+17,683
New +$2.61M 0.99% 25

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

Phillips Financial Management's VOO Position: Q1 2026 in Review

Phillips Financial Management reduced its Vanguard S&P 500 ETF (VOO) stake by 11% in Q1 2026, selling an estimated $4.64M and leaving 61,107 shares worth $36.5M. The position accounts for 2.65% of the portfolio, ranked #11.

Phillips Financial Management first reported a position in VOO in Q2 2013 and has held it in 52 quarters since. The position peaked at $43M in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Phillips Financial Management held 61,107 shares of Vanguard S&P 500 ETF worth $36.5M as of Q1 2026.
  • Phillips Financial Management sold 7,416 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $4.64M.
  • Vanguard S&P 500 ETF made up 2.65% of Phillips Financial Management's portfolio in Q1 2026, its #11 holding.
  • Phillips Financial Management first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
  • Phillips Financial Management's Vanguard S&P 500 ETF position peaked at $43M in Q4 2025.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.