VFIC
VOO icon

Valley Forge Investment Consultants’s Vanguard S&P 500 ETF VOO Stock Holding History

Valley Forge Investment Consultants’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 		$1.75M Buy
2,930
+9
+0.3% +$5.63K 0.52% 21
2025
Q4 		$1.83M Buy
2,921
+6
+0.2% +$3.73K 0.53% 20
2025
Q3 		$1.78M Buy
2,915
+9
+0.3% +$5.3K 0.52% 21
2025
Q2 		$1.65M Hold
2,906
– – 0.53% 22
2025
Q1 		$1.49M Buy
2,906
+11
+0.4% +$5.95K 0.53% 22
2024
Q4 		$1.56M Buy
2,895
+9
+0.3% +$4.88K 0.54% 22
2024
Q3 		$1.52M Buy
2,886
+10
+0.3% +$5.08K 0.53% 22
2024
Q2 		$1.44M Hold
2,876
– – 0.54% 22
2024
Q1 		$1.38M Buy
2,876
+865
+43% +$396K 0.54% 22
2023
Q4 		$879K Sell
2,011
-845
-30% -$346K 0.39% 24
2023
Q3 		$1.12M Buy
+2,856
New +$1.17M 0.51% 25
2023
Q1 		– Sell
-2,833
Closed -$995K – 79
2022
Q4 		$995K Buy
2,833
+14
+0.5% +$4.95K 0.52% 21
2022
Q3 		$925K Hold
2,819
– – 0.51% 24
2022
Q2 		$978K Sell
2,819
-608
-18% -$229K 0.49% 22
2022
Q1 		$1.42M Buy
3,427
+850
+33% +$348K 0.59% 24
2021
Q4 		$1.13M Buy
2,577
+1,079
+72% +$455K 0.5% 25
2021
Q3 		$591K Sell
1,498
-766
-34% -$311K 0.32% 39
2021
Q2 		$891K Buy
2,264
+1,425
+170% +$547K 0.48% 30
2021
Q1 		$306K Buy
839
+3
+0.4% +$1.06K 0.21% 52
2020
Q4 		$287K Buy
+836
New +$273K 0.25% 49

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 Forge Investment Consultants's VOO Position: Q1 2026 in Review

Valley Forge Investment Consultants increased its Vanguard S&P 500 ETF (VOO) stake by 0.31% in Q1 2026, buying an estimated $5.63K and bringing the position to 2,930 shares worth $1.75M. The position accounts for 0.52% of the portfolio, ranked #21.

Valley Forge Investment Consultants first reported a position in VOO in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.83M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Valley Forge Investment Consultants held 2,930 shares of Vanguard S&P 500 ETF worth $1.75M as of Q1 2026.
  • Valley Forge Investment Consultants bought 9 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $5.63K.
  • Vanguard S&P 500 ETF made up 0.52% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #21 holding.
  • Valley Forge Investment Consultants first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 20 quarters since.
  • Valley Forge Investment Consultants's Vanguard S&P 500 ETF position peaked at $1.83M in Q4 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.