Strategic Family Wealth Counselors’s Vanguard S&P 500 ETF VOO Stock Holding History

Strategic Family Wealth Counselors’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	$4.2M	Buy	7,023 +306	+5%	+$191K	1.1%	30
2025 Q4	$4.19M	Buy	6,717 +851	+15%	+$529K	0.94%	32
2025 Q3	$3.59M	Buy	5,866 +330	+6%	+$195K	0.92%	33
2025 Q2	$3.14M	Sell	5,536 -513	-8%	-$270K	0.9%	34
2025 Q1	$3.11M	Buy	6,049 +813	+16%	+$439K	1.01%	33
2024 Q4	$2.82M	Buy	5,236 +590	+13%	+$320K	0.92%	34
2024 Q3	$2.45M	Buy	4,646 +915	+25%	+$465K	0.86%	33
2024 Q2	$1.87M	Buy	3,731 +1,133	+44%	+$545K	0.71%	37
2024 Q1	$1.25M	Buy	2,598 +1,031	+66%	+$472K	0.49%	46
2023 Q4	$684K	Buy	1,567 +526	+51%	+$215K	0.29%	55
2023 Q3	$409K	Buy	1,041 +41	+4%	+$16.8K	0.2%	68
2023 Q2	$407K	Hold	1,000	–	–	0.19%	63
2023 Q1	$376K	Hold	1,000	–	–	0.18%	65
2022 Q4	$351K	Hold	1,000	–	–	0.17%	70
2022 Q3	$328K	Hold	1,000	–	–	0.16%	64
2022 Q2	$347K	Hold	1,000	–	–	0.17%	61
2022 Q1	$415K	Hold	1,000	–	–	0.17%	65
2021 Q4	$437K	Sell	1,000 -100	-9%	-$42.2K	0.14%	66
2021 Q3	$434K	Buy	+1,100	New	+$446K	0.15%	56

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 $424B AUM 22.96% 1-Year Est. Return

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

Strategic Family Wealth Counselors's VOO Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its Vanguard S&P 500 ETF (VOO) stake by 4.6% in Q1 2026, buying an estimated $191K and bringing the position to 7,023 shares worth $4.2M. The position accounts for 1.1% of the portfolio, ranked #30.

Strategic Family Wealth Counselors first reported a position in VOO in Q3 2021 and has held it in 19 quarters since. 3,842 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Strategic Family Wealth Counselors held 7,023 shares of Vanguard S&P 500 ETF worth $4.2M as of Q1 2026.
Strategic Family Wealth Counselors bought 306 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $191K.
Vanguard S&P 500 ETF made up 1.1% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #30 holding.
Strategic Family Wealth Counselors first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 19 quarters since.
3,842 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.