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

Strategic Financial Concepts’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
Q2 		$1.94M Sell
2,706
-741
-21% -$494K 0.58% 50
2026
Q1 		$2.08M Buy
3,447
+2,645
+330% +$1.65M 0.51% 52
2025
Q4 		$503K Sell
802
-689
-46% -$428K 0.46% 59
2025
Q3 		$928K Sell
1,491
-354
-19% -$209K 0.13% 85
2025
Q2 		$1.05M Sell
1,845
-22,708
-92% -$11.9M 0.15% 81
2025
Q1 		$12.6M Buy
24,553
+2,069
+9% +$1.12M 2.37% 5
2024
Q4 		$12.1M Buy
22,484
+6,491
+41% +$3.52M 2.32% 6
2024
Q3 		$8.44M Buy
15,993
+11,011
+221% +$5.6M 2.69% 9
2024
Q2 		$2.49M Sell
4,982
-17,002
-77% -$8.18M 1.45% 18
2024
Q1 		$10.6M Buy
21,984
+10,891
+98% +$4.98M 2.55% 3
2023
Q4 		$4.85M Sell
11,093
-4,979
-31% -$2.04M 2.87% 4
2023
Q3 		$6.31M Sell
16,072
-1,516
-9% -$620K 2.13% 6
2023
Q2 		$7.16M Sell
17,588
-779
-4% -$301K 2.64% 4
2023
Q1 		$6.91M Buy
+18,367
New +$6.74M 2.79% 5

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Strategic Financial Concepts's VOO Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Vanguard S&P 500 ETF (VOO) stake by 21% in Q2 2026, selling an estimated $494K and leaving 2,706 shares worth $1.94M. The position accounts for 0.58% of the portfolio, ranked #50.

Strategic Financial Concepts first reported a position in VOO in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.6M in Q1 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Strategic Financial Concepts held 2,706 shares of Vanguard S&P 500 ETF worth $1.94M as of Q2 2026.
  • Strategic Financial Concepts sold 741 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $494K.
  • Vanguard S&P 500 ETF made up 0.58% of Strategic Financial Concepts's portfolio in Q2 2026, its #50 holding.
  • Strategic Financial Concepts first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
  • Strategic Financial Concepts's Vanguard S&P 500 ETF position peaked at $12.6M in Q1 2025.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.