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 Q2	$580K	Buy	845 +2	+0.2%	+$1.33K	0.07%	83
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 $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

Tobias Financial Advisors's VOO Position: Q2 2026 in Review

Tobias Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.24% in Q2 2026, buying an estimated $1.33K and bringing the position to 845 shares worth $580K. The position accounts for 0.07% of the portfolio, ranked #83.

Tobias Financial Advisors first reported a position in VOO in Q4 2021 and has held it in 10 quarters since. The position peaked at $6.56M in Q4 2021. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Tobias Financial Advisors held 845 shares of Vanguard S&P 500 ETF worth $580K as of Q2 2026.
Tobias Financial Advisors bought 2 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.33K.
Vanguard S&P 500 ETF made up 0.07% of Tobias Financial Advisors's portfolio in Q2 2026, its #83 holding.
Tobias Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 10 quarters since.
Tobias Financial Advisors's Vanguard S&P 500 ETF position peaked at $6.56M in Q4 2021.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.