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

Searcy 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	$8.12M	Sell	11,821 -11,379	-49%	-$7.59M	2.72%	15
2026 Q1	$13.9M	Buy	23,200 +9,951	+75%	+$6.22M	5.14%	8
2025 Q4	$8.31M	Buy	13,249 +34	+0.3%	+$21.1K	3.08%	14
2025 Q3	$8.09M	Buy	13,215 +425	+3%	+$251K	3.08%	14
2025 Q2	$7.26M	Buy	12,790 +280	+2%	+$147K	2.95%	14
2025 Q1	$6.43M	Buy	12,510 +889	+8%	+$481K	2.78%	14
2024 Q4	$6.26M	Sell	11,621 -14	-0.1%	-$7.58K	2.89%	13
2024 Q3	$6.14M	Buy	11,635 +463	+4%	+$235K	2.88%	13
2024 Q2	$5.59M	Buy	11,172 +148	+1%	+$71.2K	2.79%	13
2024 Q1	$5.3M	Buy	+11,024	New	+$5.05M	2.7%	13

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Searcy Financial Services's VOO Position: Q2 2026 in Review

Searcy Financial Services reduced its Vanguard S&P 500 ETF (VOO) stake by 49% in Q2 2026, selling an estimated $7.59M and leaving 11,821 shares worth $8.12M. The position accounts for 2.72% of the portfolio, ranked #15.

Searcy Financial Services first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.9M in Q1 2026. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Searcy Financial Services held 11,821 shares of Vanguard S&P 500 ETF worth $8.12M as of Q2 2026.
Searcy Financial Services sold 11,379 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $7.59M.
Vanguard S&P 500 ETF made up 2.72% of Searcy Financial Services's portfolio in Q2 2026, its #15 holding.
Searcy Financial Services first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
Searcy Financial Services's Vanguard S&P 500 ETF position peaked at $13.9M in Q1 2026.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Searcy Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.