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 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	Sell	15,993 -7,236,400	-100%	-$3.68B	2.69%	9
2024 Q2	$2.49M	Buy	7,252,393 +7,230,409	+32,889%	+$3.48B	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

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

Strategic Financial Concepts's VOO Position: Q1 2026 in Review

Strategic Financial Concepts increased its Vanguard S&P 500 ETF (VOO) stake by 330% in Q1 2026, buying an estimated $1.65M and bringing the position to 3,447 shares worth $2.08M. The position accounts for 0.51% of the portfolio, ranked #52.

Strategic Financial Concepts first reported a position in VOO in Q1 2023 and has held it in 13 quarters since. The position peaked at $12.6M in Q1 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Strategic Financial Concepts held 3,447 shares of Vanguard S&P 500 ETF worth $2.08M as of Q1 2026.
Strategic Financial Concepts bought 2,645 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.65M.
Vanguard S&P 500 ETF made up 0.51% of Strategic Financial Concepts's portfolio in Q1 2026, its #52 holding.
Strategic Financial Concepts first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Financial Concepts's Vanguard S&P 500 ETF position peaked at $12.6M in Q1 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.