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

Symphony Financial Services’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	$996K	Hold	1,450	–	–	0.45%	36
2026 Q1	$866K	Sell	1,450 -20	-1%	-$12.5K	0.44%	37
2025 Q4	$922K	Buy	1,470 +205	+16%	+$127K	0.47%	35
2025 Q3	$775K	Buy	1,265 +715	+130%	+$421K	0.42%	39
2025 Q2	$313K	Hold	550	–	–	0.19%	58
2025 Q1	$283K	Buy	550 +65	+13%	+$35.1K	0.18%	60
2024 Q4	$265K	Sell	485 -1,890	-80%	-$1.02M	0.21%	61
2024 Q3	$290K	Buy	+2,375	New	+$1.21M	0.25%	59

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Symphony Financial Services's VOO Position: Q2 2026 in Review

Symphony Financial Services held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 1,450 shares worth $996K. The position accounts for 0.45% of the portfolio, ranked #36.

Symphony Financial Services first reported a position in VOO in Q3 2024 and has held it in 8 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Symphony Financial Services held 1,450 shares of Vanguard S&P 500 ETF worth $996K as of Q2 2026.
Symphony Financial Services left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.45% of Symphony Financial Services's portfolio in Q2 2026, its #36 holding.
Symphony Financial Services first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.