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

Seros Financial’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 		– Sell
-773
Closed -$485K – 66
2025
Q4 		$485K Buy
773
+37
+5% +$23K 0.28% 36
2025
Q3 		$451K Sell
736
-83
-10% -$48.9K 0.27% 35
2025
Q2 		$465K Buy
819
+148
+22% +$77.8K 0.29% 35
2025
Q1 		$345K Buy
+671
New +$363K 0.26% 36

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Seros Financial's VOO Position: Q1 2026 in Review

Seros Financial sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 773 shares — an estimated $485K sold.

Seros Financial first reported a position in VOO in Q1 2025 and held it in 4 quarters. The position peaked at $485K in Q4 2025. 3,852 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Seros Financial reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Seros Financial sold 773 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $485K.
  • Seros Financial first reported a position in Vanguard S&P 500 ETF in Q1 2025 and held it in 4 quarters.
  • Seros Financial's Vanguard S&P 500 ETF position peaked at $485K in Q4 2025.
  • 3,852 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Seros Financial's 13F filing for Q1 2026, filed 5 May 2026.