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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Seneca Financial Advisors's VOO Position: Q1 2026 in Review

Seneca Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.24% in Q1 2026, buying an estimated $625 and bringing the position to 411 shares worth $245K. The position accounts for 0.07% of the portfolio, ranked #53.

Seneca Financial Advisors first reported a position in VOO in Q2 2024 and has held it in 8 quarters since. The position peaked at $257K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Seneca Financial Advisors held 411 shares of Vanguard S&P 500 ETF worth $245K as of Q1 2026.
Seneca Financial Advisors bought 1 Vanguard S&P 500 ETF share in Q1 2026, an estimated $625.
Vanguard S&P 500 ETF made up 0.07% of Seneca Financial Advisors's portfolio in Q1 2026, its #53 holding.
Seneca Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Seneca Financial Advisors's Vanguard S&P 500 ETF position peaked at $257K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.