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

Team 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 		– Sell
-111
Closed -$66.4K – 245
2026
Q1 		$66.4K Hold
111
– – 0.03% 98
2025
Q4 		$69.6K Buy
+111
New +$69K 0.03% 87

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Team Financial Group sold out of Vanguard S&P 500 ETF (VOO) in Q2 2026, closing a stake of 111 shares — an estimated $66.4K sold.

Team Financial Group first reported a position in VOO in Q4 2025 and held it in 2 quarters. The position peaked at $69.6K in Q4 2025. 1,442 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Team Financial Group reported no remaining Vanguard S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 111 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $66.4K.
  • Team Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2025 and held it in 2 quarters.
  • Team Financial Group's Vanguard S&P 500 ETF position peaked at $69.6K in Q4 2025.
  • 1,442 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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