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

Swisher 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	$248K	Sell	362 -303	-46%	-$202K	0.16%	61
2026 Q1	$397K	Buy	665 +108	+19%	+$67.5K	0.22%	62
2025 Q4	$349K	Sell	557 -16	-3%	-$9.94K	0.2%	63
2025 Q3	$351K	Buy	573 +54	+10%	+$31.8K	0.21%	61
2025 Q2	$295K	Buy	519 +14	+3%	+$7.36K	0.19%	71
2025 Q1	$259K	Buy	+505	New	+$273K	0.21%	61
2024 Q4	–	Sell	-1,206	Closed	-$619K	–	84
2024 Q3	$619K	Buy	1,206 +624	+107%	+$317K	0.39%	42
2024 Q2	$294K	Hold	582	–	–	0.3%	61
2024 Q1	$275K	Sell	582 -4	-0.7%	-$1.83K	0.24%	64
2023 Q4	$255K	Buy	+586	New	+$240K	0.25%	64

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Swisher Financial Concepts reduced its Vanguard S&P 500 ETF (VOO) stake by 46% in Q2 2026, selling an estimated $202K and leaving 362 shares worth $248K. The position accounts for 0.16% of the portfolio, ranked #61.

Swisher Financial Concepts first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $619K in Q3 2024. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Swisher Financial Concepts held 362 shares of Vanguard S&P 500 ETF worth $248K as of Q2 2026.
Swisher Financial Concepts sold 303 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $202K.
Vanguard S&P 500 ETF made up 0.16% of Swisher Financial Concepts's portfolio in Q2 2026, its #61 holding.
Swisher Financial Concepts first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Swisher Financial Concepts's Vanguard S&P 500 ETF position peaked at $619K in Q3 2024.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.