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

Transamerica 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	$124K	Buy	+180	New	+$120K	0.01%	527
2024 Q3	–	Sell	-1	Closed	-$1K	–	663
2024 Q2	$1K	Hold	1	–	–	﹤0.01%	540
2024 Q1	$1K	Hold	1	–	–	﹤0.01%	586
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	604
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	622
2023 Q2	$1K	Hold	1	–	–	﹤0.01%	594
2023 Q1	$1K	Sell	1 -1	-50%	-$367	﹤0.01%	578
2022 Q4	$1K	Hold	2	–	–	﹤0.01%	666
2022 Q3	$1K	Buy	+2	New	+$730	﹤0.01%	624
2018 Q1	–	Sell	-1	Closed	-$1K	–	476
2017 Q4	$1K	Hold	1	–	–	﹤0.01%	406
2017 Q3	$1K	Hold	1	–	–	﹤0.01%	397
2017 Q2	$1K	Hold	1	–	–	﹤0.01%	375
2017 Q1	$1K	Hold	1	–	–	﹤0.01%	369
2016 Q4	$1K	Sell	1 -345	-100%	-$69.2K	﹤0.01%	406
2016 Q3	$69K	Buy	+346	New	+$68.6K	0.01%	228
2016 Q1	–	Sell	-18,008	Closed	-$3.37M	–	855
2015 Q4	$3.37M	Sell	18,008 -647	-3%	-$122K	0.25%	80
2015 Q3	$3.28M	Sell	18,655 -705	-4%	-$131K	0.26%	79
2015 Q2	$3.66M	Buy	19,360 +1,433	+8%	+$276K	0.26%	77
2015 Q1	$3.39M	Buy	17,927 +17,844	+21,499%	+$3.38M	0.24%	79
2014 Q4	$16K	Sell	83 -18	-18%	-$3.32K	﹤0.01%	459
2014 Q3	$19K	Sell	101 -25,614	-100%	-$4.64M	﹤0.01%	414
2014 Q2	$4.61M	Sell	25,715 -7,767	-23%	-$1.35M	0.4%	39
2014 Q1	$5.74M	Buy	33,482 +3,555	+12%	+$598K	0.57%	25
2013 Q4	$5.06M	Sell	29,927 -17,035	-36%	-$2.76M	0.55%	32
2013 Q3	$7.23M	Sell	46,962 -14,720	-24%	-$2.26M	0.94%	21
2013 Q2	$9.05M	Buy	+61,682	New	+$9.1M	1.48%	23

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 22.9% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Transamerica Financial Advisors opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 180 shares worth $124K. The stake represents 0.01% of the portfolio and ranks #527 among its holdings. This is a return to the name: Transamerica Financial Advisors previously reported a position in VOO as recently as Q2 2024.

Transamerica Financial Advisors first reported a position in VOO in Q2 2013 and has held it in 26 quarters since. The position peaked at $9.05M in Q2 2013. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Transamerica Financial Advisors held 180 shares of Vanguard S&P 500 ETF worth $124K as of Q2 2026.
Vanguard S&P 500 ETF was a new Transamerica Financial Advisors position in Q2 2026.
Vanguard S&P 500 ETF made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #527 holding.
Transamerica Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 26 quarters since.
Transamerica Financial Advisors's Vanguard S&P 500 ETF position peaked at $9.05M in Q2 2013.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.