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

Strategic Financial Partners’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 		$1.84M Sell
2,679
-10
-0.4% -$6.67K 0.69% 33
2026
Q1 		$1.61M Hold
2,689
– – 0.69% 28
2025
Q4 		$1.69M Sell
2,689
-1
-0% -$621 0.73% 28
2025
Q3 		$1.65M Sell
2,690
-33
-1% -$19.5K 0.75% 29
2025
Q2 		$1.55M Sell
2,723
-47
-2% -$24.7K 0.72% 29
2025
Q1 		$1.42M Buy
2,770
+49
+2% +$26.5K 0.75% 25
2024
Q4 		$1.47M Buy
2,721
+80
+3% +$43.3K 0.75% 29
2024
Q3 		$1.39M Buy
2,641
+51
+2% +$25.9K 0.71% 28
2024
Q2 		$1.3M Buy
2,590
+55
+2% +$26.5K 0.71% 28
2024
Q1 		$1.22M Buy
2,535
+23
+0.9% +$10.5K 0.67% 28
2023
Q4 		$1.1M Sell
2,512
-24
-0.9% -$9.83K 0.64% 24
2023
Q3 		$996K Sell
2,536
-555
-18% -$227K 0.6% 26
2023
Q2 		$1.26M Buy
3,091
+532
+21% +$205K 0.72% 24
2023
Q1 		$962K Sell
2,559
-45
-2% -$16.5K 0.59% 27
2022
Q4 		$915K Buy
2,604
+10
+0.4% +$3.53K 0.56% 27
2022
Q3 		$852K Buy
2,594
+70
+3% +$25.6K 0.54% 24
2022
Q2 		$876K Buy
2,524
+40
+2% +$15.1K 0.51% 24
2022
Q1 		$1.03M Buy
2,484
+65
+3% +$26.6K 0.53% 23
2021
Q4 		$1.06M Buy
2,419
+37
+2% +$15.6K 0.52% 27
2021
Q3 		$939K Buy
2,382
+270
+13% +$110K 0.5% 27
2021
Q2 		$831K Buy
2,112
+160
+8% +$61.4K 0.46% 32
2021
Q1 		$711K Buy
1,952
+173
+10% +$61.3K 0.42% 32
2020
Q4 		$611K Buy
1,779
+35
+2% +$11.4K 0.4% 36
2020
Q3 		$537K Buy
1,744
+185
+12% +$56.4K 0.42% 36
2020
Q2 		$442K Buy
+1,559
New +$420K 0.37% 38

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 Partners's VOO Position: Q2 2026 in Review

Strategic Financial Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 0.37% in Q2 2026, selling an estimated $6.67K and leaving 2,679 shares worth $1.84M. The position accounts for 0.69% of the portfolio, ranked #33.

Strategic Financial Partners first reported a position in VOO in Q2 2020 and has held it in 25 quarters since. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Strategic Financial Partners held 2,679 shares of Vanguard S&P 500 ETF worth $1.84M as of Q2 2026.
  • Strategic Financial Partners sold 10 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $6.67K.
  • Vanguard S&P 500 ETF made up 0.69% of Strategic Financial Partners's portfolio in Q2 2026, its #33 holding.
  • Strategic Financial Partners first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 25 quarters since.
  • 4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.