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

SFI 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	–	Sell	-911	Closed	-$571K	–	63
2025 Q4	$571K	Buy	+911	New	+$566K	0.37%	41

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

SFI Advisors's VOO Position: Q1 2026 in Review

SFI Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 911 shares — an estimated $571K sold.

SFI Advisors first reported a position in VOO in Q4 2025 and held it in 1 quarter. The position peaked at $571K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

SFI Advisors reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
SFI Advisors sold 911 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $571K.
SFI Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2025 and held it in 1 quarter.
SFI Advisors's Vanguard S&P 500 ETF position peaked at $571K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on SFI Advisors's 13F filing for Q1 2026, filed 5 May 2026.