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

True Link 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	$523K	Buy	875 +137	+19%	+$85.7K	0.03%	43
2025 Q4	$463K	Buy	738 +88	+14%	+$54.7K	0.03%	58
2025 Q3	$398K	Buy	650 +65	+11%	+$38.3K	0.03%	59
2025 Q2	$332K	Sell	585 -222	-28%	-$117K	0.02%	62
2025 Q1	$415K	Buy	+807	New	+$436K	0.03%	61
2022 Q4	–	Sell	-638	Closed	-$209K	–	129
2022 Q3	$209K	Buy	+638	New	+$233K	0.03%	126
2022 Q1	–	Sell	-3,474	Closed	-$1.52M	–	276
2021 Q4	$1.52M	Buy	3,474 +475	+16%	+$201K	0.2%	54
2021 Q3	$1.18M	Buy	2,999 +2,644	+745%	+$1.07M	0.16%	61
2021 Q2	$140K	Hold	355	–	–	0.02%	262
2021 Q1	$129K	Hold	355	–	–	0.02%	326
2020 Q4	$122K	Buy	+355	New	+$116K	0.02%	351

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

True Link Financial Advisors's VOO Position: Q1 2026 in Review

True Link Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 19% in Q1 2026, buying an estimated $85.7K and bringing the position to 875 shares worth $523K. The position accounts for 0.03% of the portfolio, ranked #43.

True Link Financial Advisors first reported a position in VOO in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.52M in Q4 2021. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

True Link Financial Advisors held 875 shares of Vanguard S&P 500 ETF worth $523K as of Q1 2026.
True Link Financial Advisors bought 137 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $85.7K.
Vanguard S&P 500 ETF made up 0.03% of True Link Financial Advisors's portfolio in Q1 2026, its #43 holding.
True Link Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 11 quarters since.
True Link Financial Advisors's Vanguard S&P 500 ETF position peaked at $1.52M in Q4 2021.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.