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

SWP Financial’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	$214K	Buy	+312	New	+$208K	0.1%	77
2026 Q1	–	Sell	-444	Closed	-$278K	–	76
2025 Q4	$278K	Sell	444 -3	-0.7%	-$1.86K	0.14%	62
2025 Q3	$274K	Buy	447 +82	+22%	+$48.3K	0.14%	61
2025 Q2	$207K	Sell	365 -122	-25%	-$64.1K	0.11%	74
2025 Q1	$250K	Sell	487 -167	-26%	-$90.3K	0.15%	57
2024 Q4	$352K	Sell	654 -9	-1%	-$4.88K	0.21%	47
2024 Q3	$350K	Sell	663 -10	-1%	-$5.08K	0.21%	38
2024 Q2	$337K	Hold	673	–	–	0.22%	37
2024 Q1	$324K	Hold	673	–	–	0.23%	34
2023 Q4	$294K	Buy	+673	New	+$276K	0.23%	33

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

SWP Financial's VOO Position: Q2 2026 in Review

SWP Financial opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 312 shares worth $214K. The stake represents 0.1% of the portfolio and ranks #77 among its holdings. This is a return to the name: SWP Financial previously reported a position in VOO as recently as Q4 2025.

SWP Financial first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $352K in Q4 2024. 4,012 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

SWP Financial held 312 shares of Vanguard S&P 500 ETF worth $214K as of Q2 2026.
Vanguard S&P 500 ETF was a new SWP Financial position in Q2 2026.
Vanguard S&P 500 ETF made up 0.1% of SWP Financial's portfolio in Q2 2026, its #77 holding.
SWP Financial first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
SWP Financial's Vanguard S&P 500 ETF position peaked at $352K in Q4 2024.
4,012 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.