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

Taylor Financial Group’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	$596K	Hold	867	–	–	0.33%	65
2026 Q1	$518K	Hold	867	–	–	0.31%	63
2025 Q4	$544K	Hold	867	–	–	0.32%	62
2025 Q3	$531K	Hold	867	–	–	0.31%	64
2025 Q2	$493K	Hold	867	–	–	0.31%	64
2025 Q1	$446K	Hold	867	–	–	0.31%	65
2024 Q4	$467K	Hold	867	–	–	0.32%	63
2024 Q3	$458K	Hold	867	–	–	0.32%	61
2024 Q2	$434K	Sell	867 -5	-0.6%	-$2.41K	0.33%	63
2024 Q1	$419K	Hold	872	–	–	0.32%	64
2023 Q4	$381K	Buy	+872	New	+$357K	0.31%	67

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

Taylor Financial Group's VOO Position: Q2 2026 in Review

Taylor Financial Group held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 867 shares worth $596K. The position accounts for 0.33% of the portfolio, ranked #65.

Taylor Financial Group first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Taylor Financial Group held 867 shares of Vanguard S&P 500 ETF worth $596K as of Q2 2026.
Taylor Financial Group left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.33% of Taylor Financial Group's portfolio in Q2 2026, its #65 holding.
Taylor Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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