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 Q2	$777K	Buy	1,131 +537	+90%	+$358K	0.22%	107
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

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

Resurgent Financial Advisors's VOO Position: Q2 2026 in Review

Resurgent Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 90% in Q2 2026, buying an estimated $358K and bringing the position to 1,131 shares worth $777K. The position accounts for 0.22% of the portfolio, ranked #107.

Resurgent Financial Advisors first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. 4,005 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Resurgent Financial Advisors held 1,131 shares of Vanguard S&P 500 ETF worth $777K as of Q2 2026.
Resurgent Financial Advisors bought 537 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $358K.
Vanguard S&P 500 ETF made up 0.22% of Resurgent Financial Advisors's portfolio in Q2 2026, its #107 holding.
Resurgent Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
4,005 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.