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 Q2	$10.1M	Buy	14,692 +2,091	+17%	+$1.39M	5.11%	4
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

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 22.96% 1-Year Est. Return

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

Prospect Financial Services's VOO Position: Q2 2026 in Review

Prospect Financial Services increased its Vanguard S&P 500 ETF (VOO) stake by 17% in Q2 2026, buying an estimated $1.39M and bringing the position to 14,692 shares worth $10.1M. The position accounts for 5.11% of the portfolio, ranked #4.

Prospect Financial Services first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Prospect Financial Services held 14,692 shares of Vanguard S&P 500 ETF worth $10.1M as of Q2 2026.
Prospect Financial Services bought 2,091 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.39M.
Vanguard S&P 500 ETF made up 5.11% of Prospect Financial Services's portfolio in Q2 2026, its #4 holding.
Prospect Financial Services first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Prospect Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.