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

Symphony 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 		$1.91M Buy
2,793
+832
+42% +$555K 0.21% 94
2026
Q1 		$1.17M Buy
1,961
+769
+65% +$481K 0.15% 106
2025
Q4 		$750K Buy
1,192
+552
+86% +$343K 0.1% 126
2025
Q3 		$391K Sell
640
-1,090
-63% -$642K 0.05% 188
2025
Q2 		$450K Buy
+1,730
New +$909K 0.06% 162
2025
Q1 		– Sell
-510
Closed -$280K – 220
2024
Q4 		$280K Sell
510
-7,579
-94% -$4.11M 0.04% 186
2024
Q3 		$4.25M Buy
8,089
+656
+9% +$333K 0.7% 38
2024
Q2 		$3.74M Buy
7,433
+31
+0.4% +$14.9K 0.68% 39
2024
Q1 		$3.56M Sell
7,402
-13
-0.2% -$5.95K 0.83% 32
2023
Q4 		$3.24M Buy
7,415
+650
+10% +$266K 0.7% 37
2023
Q3 		$2.66M Buy
6,765
+137
+2% +$56K 0.65% 34
2023
Q2 		$2.67M Sell
6,628
-118
-2% -$45.5K 0.66% 39
2023
Q1 		$2.5M Buy
6,746
+504
+8% +$185K 0.65% 35
2022
Q4 		$2.2M Buy
6,242
+117
+2% +$41.3K 0.58% 41
2022
Q3 		$2.04M Buy
6,125
+973
+19% +$355K 0.67% 38
2022
Q2 		$1.8M Sell
5,152
-2,508
-33% -$945K 0.53% 42
2022
Q1 		$965K Buy
+7,660
New +$3.14M 0.23% 85
2021
Q2 		– Sell
-5,147
Closed -$1.92M – 202
2021
Q1 		$1.92M Buy
+5,147
New +$1.83M 0.51% 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

Symphony Financial's VOO Position: Q2 2026 in Review

Symphony Financial increased its Vanguard S&P 500 ETF (VOO) stake by 42% in Q2 2026, buying an estimated $555K and bringing the position to 2,793 shares worth $1.91M. The position accounts for 0.21% of the portfolio, ranked #94.

Symphony Financial first reported a position in VOO in Q1 2021 and has held it in 18 quarters since. The position peaked at $4.25M in Q3 2024. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Symphony Financial held 2,793 shares of Vanguard S&P 500 ETF worth $1.91M as of Q2 2026.
  • Symphony Financial bought 832 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $555K.
  • Vanguard S&P 500 ETF made up 0.21% of Symphony Financial's portfolio in Q2 2026, its #94 holding.
  • Symphony Financial first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 18 quarters since.
  • Symphony Financial's Vanguard S&P 500 ETF position peaked at $4.25M in Q3 2024.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.