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

Prospect Financial Services’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	$7.53M	Buy	12,601 +1,272	+11%	+$796K	4.6%	5
2025 Q4	$7.1M	Buy	11,329 +364	+3%	+$226K	4.08%	5
2025 Q3	$6.71M	Buy	10,965 +557	+5%	+$328K	3.86%	7
2025 Q2	$5.91M	Buy	10,408 +3,008	+41%	+$1.58M	3.69%	7
2025 Q1	$3.8M	Buy	7,400 +3,090	+72%	+$1.67M	2.11%	16
2024 Q4	$2.32M	Buy	4,310 +246	+6%	+$133K	1.27%	23
2024 Q3	$2.14M	Buy	4,064 +1,987	+96%	+$1.01M	1.33%	22
2024 Q2	$1.04M	Sell	2,077 -5	-0.2%	-$2.41K	0.8%	31
2024 Q1	$1M	Buy	2,082 +64	+3%	+$29.3K	0.83%	30
2023 Q4	$881K	Buy	+2,018	New	+$826K	0.89%	26

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Prospect Financial Services's VOO Position: Q1 2026 in Review

Prospect Financial Services increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q1 2026, buying an estimated $796K and bringing the position to 12,601 shares worth $7.53M. The position accounts for 4.6% of the portfolio, ranked #5.

Prospect Financial Services first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Prospect Financial Services held 12,601 shares of Vanguard S&P 500 ETF worth $7.53M as of Q1 2026.
Prospect Financial Services bought 1,272 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $796K.
Vanguard S&P 500 ETF made up 4.6% of Prospect Financial Services's portfolio in Q1 2026, its #5 holding.
Prospect Financial Services first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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