Tobias Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Tobias Financial Advisors’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	$504K	Buy	843 +178	+27%	+$111K	0.07%	86
2025 Q4	$417K	Buy	665 +72	+12%	+$44.7K	0.06%	94
2025 Q3	$363K	Buy	593 +50	+9%	+$29.5K	0.06%	97
2025 Q2	$309K	Buy	543 +82	+18%	+$43.1K	0.05%	97
2025 Q1	$237K	Buy	+461	New	+$249K	0.05%	102
2024 Q4	–	Sell	-428	Closed	-$226K	–	115
2024 Q3	$226K	Sell	428 -3	-0.7%	-$1.52K	0.05%	100
2024 Q2	$215K	Buy	431 +5	+1%	+$2.41K	0.05%	95
2024 Q1	$205K	Buy	+426	New	+$195K	0.05%	96
2022 Q1	–	Sell	-15,021	Closed	-$6.56M	–	126
2021 Q4	$6.56M	Buy	+15,021	New	+$6.34M	0.52%	49

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System

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

Raymond James Financial

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

Bank of America

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Jones Financial Companies

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management

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