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

S&A 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	$1.98M	Sell	2,884 -319	-10%	-$213K	1.21%	26
2026 Q1	$1.91M	Buy	+3,203	New	+$2M	1.31%	25

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

S&A Financial Services's VOO Position: Q2 2026 in Review

S&A Financial Services reduced its Vanguard S&P 500 ETF (VOO) stake by 10% in Q2 2026, selling an estimated $213K and leaving 2,884 shares worth $1.98M. The position accounts for 1.21% of the portfolio, ranked #26.

S&A Financial Services first reported a position in VOO in Q1 2026 and has held it in 2 quarters since. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

S&A Financial Services held 2,884 shares of Vanguard S&P 500 ETF worth $1.98M as of Q2 2026.
S&A Financial Services sold 319 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $213K.
Vanguard S&P 500 ETF made up 1.21% of S&A Financial Services's portfolio in Q2 2026, its #26 holding.
S&A Financial Services first reported a position in Vanguard S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on S&A Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.