Searcy Financial Services
VOO icon

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
Q3 		$7.64M Sell
10,899
-922
-8% -$644K 2.73% 15
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Searcy Financial Services's VOO Position: Q3 2026 in Review

Searcy Financial Services reduced its Vanguard S&P 500 ETF (VOO) stake by 7.8% in Q3 2026, selling an estimated $644K and leaving 10,899 shares worth $7.64M. The position accounts for 2.73% of the portfolio, ranked #15.

Searcy Financial Services first reported a position in VOO in Q1 2024 and has held it in 11 quarters since. The position peaked at $13.9M in Q1 2026. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Searcy Financial Services held 10,899 shares of Vanguard S&P 500 ETF worth $7.64M as of Q3 2026.
  • Searcy Financial Services sold 922 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $644K.
  • Vanguard S&P 500 ETF made up 2.73% of Searcy Financial Services's portfolio in Q3 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 11 quarters since.
  • Searcy Financial Services's Vanguard S&P 500 ETF position peaked at $13.9M in Q1 2026.
  • 2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Searcy Financial Services's 13F filing for Q3 2026, filed 7 Oct 2026.