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Safir Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Safir Wealth 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 		$64.1M Buy
93,397
+66
+0.1% +$44K 41.68% 1
2026
Q1 		$55.8M Sell
93,331
-471
-0.5% -$295K 40.34% 1
2025
Q4 		$58.8M Sell
93,802
-2,303
-2% -$1.43M 41.25% 1
2025
Q3 		$58.9M Sell
96,105
-1,501
-2% -$885K 41.57% 1
2025
Q2 		$55.4M Buy
97,606
+2,431
+3% +$1.28M 40.68% 1
2025
Q1 		$48.9M Sell
95,175
-1,012
-1% -$547K 38.82% 1
2024
Q4 		$51.8M Sell
96,187
-83
-0.1% -$45K 39.97% 1
2024
Q3 		$50.8M Buy
96,270
+603
+0.6% +$307K 39.05% 1
2024
Q2 		$47.8M Sell
95,667
-2,152
-2% -$1.04M 39.21% 1
2024
Q1 		$47M Buy
97,819
+2,834
+3% +$1.3M 38.6% 1
2023
Q4 		$41.5M Sell
94,985
-1,435
-1% -$587K 37.33% 1
2023
Q3 		$37.9M Sell
96,420
-2,307
-2% -$943K 36.62% 1
2023
Q2 		$40.2M Sell
98,727
-926
-0.9% -$357K 37.19% 1
2023
Q1 		$37.5M Sell
99,653
-3,289
-3% -$1.21M 36.98% 1
2022
Q4 		$36.2M Sell
102,942
-977
-0.9% -$345K 36.87% 1
2022
Q3 		$34.1M Buy
103,919
+618
+0.6% +$226K 35.5% 1
2022
Q2 		$35.8M Buy
103,301
+2,422
+2% +$912K 35.06% 1
2022
Q1 		$41.9M Buy
100,879
+1,474
+1% +$603K 34.97% 1
2021
Q4 		$43.4M Buy
99,405
+700
+0.7% +$295K 33.77% 1
2021
Q3 		$38.9M Buy
98,705
+1,674
+2% +$679K 32.57% 1
2021
Q2 		$38.2M Buy
97,031
+564
+0.6% +$216K 32.4% 1
2021
Q1 		$35.1M Sell
96,467
-1,392
-1% -$494K 32.22% 1
2020
Q4 		$33.6M Buy
+97,859
New +$31.9M 31.24% 1

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Safir Wealth Advisors's VOO Position: Q2 2026 in Review

Safir Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.07% in Q2 2026, buying an estimated $44K and bringing the position to 93,397 shares worth $64.1M. The position accounts for 41.68% of the portfolio, ranked #1.

Safir Wealth Advisors first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. 911 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Safir Wealth Advisors held 93,397 shares of Vanguard S&P 500 ETF worth $64.1M as of Q2 2026.
  • Safir Wealth Advisors bought 66 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $44K.
  • Vanguard S&P 500 ETF made up 41.68% of Safir Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Safir Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 911 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Safir Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.