VFG
VOO icon

Valley Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Valley Financial 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
Q2 		$885K Sell
1,289
-22
-2% -$14.7K 0.44% 27
2026
Q1 		$783K Buy
1,311
+210
+19% +$131K 0.42% 28
2025
Q4 		$690K Sell
1,101
-1,365
-55% -$848K 0.39% 30
2025
Q3 		$1.51M Sell
2,466
-24
-1% -$14.1K 0.86% 20
2025
Q2 		$1.41M Sell
2,490
-122
-5% -$64.1K 0.86% 20
2025
Q1 		$1.34M Buy
2,612
+2
+0.1% +$1.08K 0.89% 21
2024
Q4 		$1.41M Buy
2,610
+5
+0.2% +$2.71K 0.98% 22
2024
Q3 		$1.37M Sell
2,605
-39
-1% -$19.8K 0.96% 23
2024
Q2 		$1.32M Buy
2,644
+39
+1% +$18.8K 0.97% 22
2024
Q1 		$1.25M Sell
2,605
-288
-10% -$132K 0.95% 21
2023
Q4 		$1.26M Buy
+2,893
New +$1.18M 0.99% 22

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Valley Financial Group's VOO Position: Q2 2026 in Review

Valley Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 1.7% in Q2 2026, selling an estimated $14.7K and leaving 1,289 shares worth $885K. The position accounts for 0.44% of the portfolio, ranked #27.

Valley Financial Group first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.51M in Q3 2025. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Valley Financial Group held 1,289 shares of Vanguard S&P 500 ETF worth $885K as of Q2 2026.
  • Valley Financial Group sold 22 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $14.7K.
  • Vanguard S&P 500 ETF made up 0.44% of Valley Financial Group's portfolio in Q2 2026, its #27 holding.
  • Valley Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Valley Financial Group's Vanguard S&P 500 ETF position peaked at $1.51M in Q3 2025.
  • 4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Valley Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.