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

Vawter Financial’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	$434K	Buy	726 +1	+0.1%	+$625	0.18%	70
2025 Q4	$454K	Hold	725	–	–	0.19%	69
2025 Q3	$444K	Buy	+725	New	+$427K	0.2%	70
2025 Q2	–	Sell	-732	Closed	-$376K	–	98
2025 Q1	$376K	Hold	732	–	–	0.21%	68
2024 Q4	$394K	Buy	732 +50	+7%	+$27.1K	0.24%	63
2024 Q3	$360K	Buy	682 +1	+0.1%	+$508	0.22%	66
2024 Q2	$341K	Hold	681	–	–	0.23%	62
2024 Q1	$328K	Buy	681 +48	+8%	+$22K	0.24%	57
2023 Q4	$277K	Buy	+633	New	+$259K	0.22%	60

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Vawter Financial's VOO Position: Q1 2026 in Review

Vawter Financial increased its Vanguard S&P 500 ETF (VOO) stake by 0.14% in Q1 2026, buying an estimated $625 and bringing the position to 726 shares worth $434K. The position accounts for 0.18% of the portfolio, ranked #70.

Vawter Financial first reported a position in VOO in Q4 2023 and has held it in 9 quarters since. The position peaked at $454K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Vawter Financial held 726 shares of Vanguard S&P 500 ETF worth $434K as of Q1 2026.
Vawter Financial bought 1 Vanguard S&P 500 ETF share in Q1 2026, an estimated $625.
Vanguard S&P 500 ETF made up 0.18% of Vawter Financial's portfolio in Q1 2026, its #70 holding.
Vawter Financial first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 9 quarters since.
Vawter Financial's Vanguard S&P 500 ETF position peaked at $454K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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