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
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

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

Valley Financial Group's VOO Position: Q1 2026 in Review

Valley Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 19% in Q1 2026, buying an estimated $131K and bringing the position to 1,311 shares worth $783K. The position accounts for 0.42% of the portfolio, ranked #28.

Valley Financial Group first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.51M in Q3 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Valley Financial Group held 1,311 shares of Vanguard S&P 500 ETF worth $783K as of Q1 2026.
  • Valley Financial Group bought 210 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $131K.
  • Vanguard S&P 500 ETF made up 0.42% of Valley Financial Group's portfolio in Q1 2026, its #28 holding.
  • Valley Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • Valley Financial Group's Vanguard S&P 500 ETF position peaked at $1.51M in Q3 2025.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Valley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.