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

Seneca 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	$282K	Hold	411	–	–	0.07%	50
2026 Q1	$245K	Buy	411 +1	+0.2%	+$625	0.07%	53
2025 Q4	$257K	Hold	410	–	–	0.08%	51
2025 Q3	$251K	Buy	410 +1	+0.2%	+$589	0.08%	51
2025 Q2	$233K	Buy	409 +3	+0.7%	+$1.58K	0.09%	52
2025 Q1	$209K	Buy	406 +2	+0.5%	+$1.08K	0.1%	50
2024 Q4	$218K	Buy	404 +1	+0.2%	+$542	0.11%	47
2024 Q3	$213K	Hold	403	–	–	0.1%	51
2024 Q2	$201K	Buy	+403	New	+$194K	0.1%	57

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

Seneca Financial Advisors's VOO Position: Q2 2026 in Review

Seneca Financial Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 411 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #50.

Seneca Financial Advisors first reported a position in VOO in Q2 2024 and has held it in 9 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Seneca Financial Advisors held 411 shares of Vanguard S&P 500 ETF worth $282K as of Q2 2026.
Seneca Financial Advisors left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.07% of Seneca Financial Advisors's portfolio in Q2 2026, its #50 holding.
Seneca Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.