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

Resurgent Financial Advisors’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	$355K	Sell	594 -2	-0.3%	-$1.25K	0.13%	184
2025 Q4	$374K	Buy	596 +216	+57%	+$134K	0.19%	151
2025 Q3	$233K	Sell	380 -24	-6%	-$14.1K	0.11%	193
2025 Q2	$229K	Buy	404 +9	+2%	+$4.73K	0.13%	172
2025 Q1	$203K	Sell	395 -181	-31%	-$97.8K	0.12%	178
2024 Q4	$310K	Hold	576	–	–	0.18%	136
2024 Q3	$304K	Sell	576 -3	-0.5%	-$1.52K	0.18%	141
2024 Q2	$290K	Buy	+579	New	+$279K	0.18%	142
2024 Q1	–	Sell	-396	Closed	-$173K	–	474
2023 Q4	$173K	Buy	396 +9	+2%	+$3.69K	0.11%	180
2023 Q3	$152K	Sell	387 -117	-23%	-$47.8K	0.1%	178
2023 Q2	$205K	Buy	504 +226	+81%	+$87.2K	0.14%	140
2023 Q1	$105K	Sell	278 -95	-25%	-$34.8K	0.07%	226
2022 Q4	$131K	Buy	+373	New	+$132K	0.07%	264

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

Resurgent Financial Advisors's VOO Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.34% in Q1 2026, selling an estimated $1.25K and leaving 594 shares worth $355K. The position accounts for 0.13% of the portfolio, ranked #184.

Resurgent Financial Advisors first reported a position in VOO in Q4 2022 and has held it in 13 quarters since. The position peaked at $374K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Resurgent Financial Advisors held 594 shares of Vanguard S&P 500 ETF worth $355K as of Q1 2026.
Resurgent Financial Advisors sold 2 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.25K.
Vanguard S&P 500 ETF made up 0.13% of Resurgent Financial Advisors's portfolio in Q1 2026, its #184 holding.
Resurgent Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 13 quarters since.
Resurgent Financial Advisors's Vanguard S&P 500 ETF position peaked at $374K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.