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

TFC Financial Management’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 		$2.12M Sell
3,083
-61
-2% -$40.7K 0.23% 36
2026
Q1 		$1.88M Buy
3,144
+52
+2% +$32.5K 0.23% 38
2025
Q4 		$1.94M Buy
3,092
+513
+20% +$319K 0.24% 34
2025
Q3 		$1.58M Buy
2,579
+58
+2% +$34.2K 0.2% 37
2025
Q2 		$1.43M Buy
2,521
+267
+12% +$140K 0.2% 40
2025
Q1 		$1.16M Buy
2,254
+2
+0.1% +$1.08K 0.18% 41
2024
Q4 		$1.21M Buy
2,252
+4
+0.2% +$2.17K 0.19% 39
2024
Q3 		$1.19M Sell
2,248
-150
-6% -$76.2K 0.19% 40
2024
Q2 		$1.2M Sell
2,398
-124
-5% -$59.7K 0.21% 40
2024
Q1 		$1.21M Sell
2,522
-293
-10% -$134K 0.22% 40
2023
Q4 		$1.23M Buy
2,815
+10
+0.4% +$4.09K 0.25% 35
2023
Q3 		$1.1M Buy
2,805
+45
+2% +$18.4K 0.26% 32
2023
Q2 		$1.12M Buy
2,760
+483
+21% +$186K 0.28% 32
2023
Q1 		$856K Buy
2,277
+549
+32% +$201K 0.22% 34
2022
Q4 		$607K Buy
1,728
+7
+0.4% +$2.47K 0.18% 42
2022
Q3 		$565K Buy
1,721
+1
+0.1% +$365 0.18% 39
2022
Q2 		$597K Hold
1,720
– – 0.18% 42
2022
Q1 		$714K Hold
1,720
– – 0.2% 36
2021
Q4 		$751K Buy
1,720
+1
+0.1% +$422 0.23% 36
2021
Q3 		$678K Hold
1,719
– – 0.22% 34
2021
Q2 		$676K Sell
1,719
-51
-3% -$19.6K 0.23% 33
2021
Q1 		$645K Hold
1,770
– – 0.25% 32
2020
Q4 		$608K Buy
1,770
+509
+40% +$166K 0.26% 35
2020
Q3 		$388K Buy
+1,261
New +$384K 0.19% 50

Other funds holding VOO

AssetMark Inc
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
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

TFC Financial Management's VOO Position: Q2 2026 in Review

TFC Financial Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1.9% in Q2 2026, selling an estimated $40.7K and leaving 3,083 shares worth $2.12M. The position accounts for 0.23% of the portfolio, ranked #36.

TFC Financial Management first reported a position in VOO in Q3 2020 and has held it in 24 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • TFC Financial Management held 3,083 shares of Vanguard S&P 500 ETF worth $2.12M as of Q2 2026.
  • TFC Financial Management sold 61 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $40.7K.
  • Vanguard S&P 500 ETF made up 0.23% of TFC Financial Management's portfolio in Q2 2026, its #36 holding.
  • TFC Financial Management first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.