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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Taylor Financial Group's VOO Position: Q1 2026 in Review

Taylor Financial Group held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 867 shares worth $518K. The position accounts for 0.31% of the portfolio, ranked #63.

Taylor Financial Group first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $544K in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Taylor Financial Group held 867 shares of Vanguard S&P 500 ETF worth $518K as of Q1 2026.
Taylor Financial Group left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 0.31% of Taylor Financial Group's portfolio in Q1 2026, its #63 holding.
Taylor Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Taylor Financial Group's Vanguard S&P 500 ETF position peaked at $544K in Q4 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Taylor Financial Group's 13F filing for Q1 2026, filed 14 May 2026.