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

Stiles 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 Q1	$533K	Buy	893 +10	+1%	+$6.25K	0.16%	116
2025 Q4	$554K	Hold	883	–	–	0.17%	116
2025 Q3	$541K	Hold	883	–	–	0.17%	114
2025 Q2	$502K	Hold	883	–	–	0.17%	116
2025 Q1	$454K	Hold	883	–	–	0.17%	117
2024 Q4	$476K	Hold	883	–	–	0.17%	120
2024 Q3	$466K	Hold	883	–	–	0.16%	120
2024 Q2	$442K	Sell	883 -117	-12%	-$56.3K	0.17%	110
2024 Q1	$425K	Buy	1,000 +117	+13%	+$53.5K	0.17%	117
2023 Q4	$386K	Hold	883	–	–	0.18%	115
2023 Q3	$347K	Hold	883	–	–	0.18%	122
2023 Q2	$360K	Hold	883	–	–	0.18%	130
2023 Q1	$332K	Buy	+883	New	+$324K	0.18%	130
2022 Q3	–	Sell	-954	Closed	-$331K	–	186
2022 Q2	$331K	Hold	954	–	–	0.2%	120
2022 Q1	$396K	Hold	954	–	–	0.2%	120
2021 Q4	$416K	Buy	+954	New	+$403K	0.2%	117

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

Stiles Financial Services's VOO Position: Q1 2026 in Review

Stiles Financial Services increased its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q1 2026, buying an estimated $6.25K and bringing the position to 893 shares worth $533K. The position accounts for 0.16% of the portfolio, ranked #116.

Stiles Financial Services first reported a position in VOO in Q4 2021 and has held it in 16 quarters since. The position peaked at $554K in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Stiles Financial Services held 893 shares of Vanguard S&P 500 ETF worth $533K as of Q1 2026.
Stiles Financial Services bought 10 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $6.25K.
Vanguard S&P 500 ETF made up 0.16% of Stiles Financial Services's portfolio in Q1 2026, its #116 holding.
Stiles Financial Services first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
Stiles Financial Services's Vanguard S&P 500 ETF position peaked at $554K in Q4 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.