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Turning Point Benefit Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Turning Point Benefit Group’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 		– Sell
-67
Closed -$42K – 772
2025
Q4 		$42K Hold
67
– – 0.02% 157
2025
Q3 		$41.2K Buy
+67
New +$39.5K 0.02% 151

Other funds holding VOO

VGA
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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Turning Point Benefit Group's VOO Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 67 shares — an estimated $42K sold.

Turning Point Benefit Group first reported a position in VOO in Q3 2025 and held it in 2 quarters. The position peaked at $42K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 67 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $42K.
  • Turning Point Benefit Group first reported a position in Vanguard S&P 500 ETF in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Vanguard S&P 500 ETF position peaked at $42K in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.