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

Tilson 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	$230K	Buy	+335	New	+$223K	0.06%	82
2026 Q1	–	Sell	-339	Closed	-$212K	–	84
2025 Q4	$212K	Buy	+339	New	+$211K	0.07%	81
2025 Q2	–	Sell	-4,174	Closed	-$2.15M	–	78
2025 Q1	$2.15M	Buy	4,174 +15	+0.4%	+$8.11K	0.85%	26
2024 Q4	$2.26M	Buy	+4,159	New	+$2.25M	0.92%	26

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

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

Tilson Financial Group opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 335 shares worth $230K. The stake represents 0.06% of the portfolio and ranks #82 among its holdings. This is a return to the name: Tilson Financial Group previously reported a position in VOO as recently as Q4 2025.

Tilson Financial Group first reported a position in VOO in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.26M in Q4 2024. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Tilson Financial Group held 335 shares of Vanguard S&P 500 ETF worth $230K as of Q2 2026.
Vanguard S&P 500 ETF was a new Tilson Financial Group position in Q2 2026.
Vanguard S&P 500 ETF made up 0.06% of Tilson Financial Group's portfolio in Q2 2026, its #82 holding.
Tilson Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 4 quarters since.
Tilson Financial Group's Vanguard S&P 500 ETF position peaked at $2.26M in Q4 2024.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.