USA FINANCIAL FORMULAS’s Vanguard S&P 500 ETF VOO Stock Holding History

USA FINANCIAL FORMULAS’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	$758K	Buy	+1,103	New	+$735K	0.14%	52

Other funds holding VOO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

USA FINANCIAL FORMULAS's VOO Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 1,103 shares worth $758K. The stake represents 0.14% of the portfolio and ranks #52 among its holdings.

2,320 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

USA FINANCIAL FORMULAS held 1,103 shares of Vanguard S&P 500 ETF worth $758K as of Q2 2026.
Vanguard S&P 500 ETF was a new USA FINANCIAL FORMULAS position in Q2 2026.
Vanguard S&P 500 ETF made up 0.14% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #52 holding.
2,320 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.