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

Phoenix 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
Q2 		$10.8M Buy
+15,729
New +$10.5M 0.07% 94
2026
Q1 		– Sell
-12,182
Closed -$7.64M – 532
2025
Q4 		$7.64M Buy
12,182
+259
+2% +$161K 0.08% 98
2025
Q3 		$7.31M Sell
11,923
-1,215
-9% -$716K 0.09% 97
2025
Q2 		$7.47M Buy
13,138
+1,266
+11% +$665K 0.1% 106
2025
Q1 		$6.1M Sell
11,872
-918
-7% -$496K 0.09% 116
2024
Q4 		$6.89M Buy
12,790
+2,354
+23% +$1.28M 0.09% 111
2024
Q3 		$5.52M Sell
10,436
-3,045
-23% -$1.55M 0.08% 131
2024
Q2 		$6.75M Buy
13,481
+6,060
+82% +$2.92M 0.1% 113
2024
Q1 		$3.57M Buy
7,421
+1,231
+20% +$563K 0.05% 158
2023
Q4 		$3.04M Buy
6,190
+40
+0.7% +$16.4K 0.05% 162
2023
Q3 		$2.42M Buy
6,150
+79
+1% +$32.3K 0.04% 175
2023
Q2 		$2.48M Buy
6,071
+51
+0.8% +$19.7K 0.05% 141
2023
Q1 		$2.26M Sell
6,020
-63
-1% -$23.1K 0.05% 137
2022
Q4 		$2.14M Hold
6,083
– – 0.04% 134
2022
Q3 		$2.04M Hold
6,083
– – 0.04% 147
2022
Q2 		$2.12M Buy
+6,083
New +$2.29M 0.04% 159
2021
Q4 		– Sell
-5,463
Closed -$2.16M – 440
2021
Q3 		$2.16M Buy
+5,463
New +$2.22M 0.04% 202
2021
Q2 		– Sell
-5,862
Closed -$2.13M – 417
2021
Q1 		$2.13M Sell
5,862
-3,788
-39% -$1.34M 0.05% 212
2020
Q4 		$3.31M Sell
9,650
-49,180
-84% -$16M 0.09% 166
2020
Q3 		$17.1M Buy
58,830
+32,090
+120% +$9.78M 0.72% 53
2020
Q2 		$7.2M Sell
26,740
-10,000
-27% -$2.69M 0.31% 89
2020
Q1 		$8.5M Buy
36,740
+32,915
+861% +$9.22M 0.43% 74
2019
Q4 		$1.12M Buy
+3,825
New +$1.08M 0.05% 157

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Phoenix Financial's VOO Position: Q2 2026 in Review

Phoenix Financial opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 15,729 shares worth $10.8M. The stake represents 0.07% of the portfolio and ranks #94 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in VOO as recently as Q4 2025.

Phoenix Financial first reported a position in VOO in Q4 2019 and has held it in 23 quarters since. The position peaked at $17.1M in Q3 2020. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Phoenix Financial held 15,729 shares of Vanguard S&P 500 ETF worth $10.8M as of Q2 2026.
  • Vanguard S&P 500 ETF was a new Phoenix Financial position in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.07% of Phoenix Financial's portfolio in Q2 2026, its #94 holding.
  • Phoenix Financial first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 23 quarters since.
  • Phoenix Financial's Vanguard S&P 500 ETF position peaked at $17.1M in Q3 2020.
  • 4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.