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

SC&H 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	$873K	Buy	1,271 +1	+0.1%	+$667	0.12%	78
2026 Q1	$759K	Buy	1,270 +29	+2%	+$18.1K	0.11%	76
2025 Q4	$778K	Buy	1,241 +496	+67%	+$308K	0.12%	77
2025 Q3	$456K	Sell	745 -18	-2%	-$10.6K	0.07%	94
2025 Q2	$433K	Sell	763 -207	-21%	-$109K	0.07%	96
2025 Q1	$499K	Buy	970 +403	+71%	+$218K	0.1%	88
2024 Q4	$306K	Buy	567 +52	+10%	+$28.2K	0.06%	115
2024 Q3	$272K	Sell	515 -45	-8%	-$22.9K	0.06%	127
2024 Q2	$280K	Buy	560 +114	+26%	+$54.9K	0.07%	121
2024 Q1	$214K	Buy	+446	New	+$204K	0.06%	137

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

SC&H Financial Advisors's VOO Position: Q2 2026 in Review

SC&H Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.08% in Q2 2026, buying an estimated $667 and bringing the position to 1,271 shares worth $873K. The position accounts for 0.12% of the portfolio, ranked #78.

SC&H Financial Advisors first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

SC&H Financial Advisors held 1,271 shares of Vanguard S&P 500 ETF worth $873K as of Q2 2026.
SC&H Financial Advisors bought 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
Vanguard S&P 500 ETF made up 0.12% of SC&H Financial Advisors's portfolio in Q2 2026, its #78 holding.
SC&H Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.