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

Vestment 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
Q2 		$1.07M Hold
1,551
– – 0.48% 25
2026
Q1 		$1.01M Hold
1,551
– – 0.48% 26
2025
Q4 		$990K Hold
1,551
– – 0.51% 25
2025
Q3 		$955K Hold
1,551
– – 0.54% 24
2025
Q2 		$883K Sell
1,551
-18
-1% -$9.46K 0.56% 24
2025
Q1 		$811K Sell
1,569
-2
-0.1% -$1.08K 0.58% 23
2024
Q4 		$850K Buy
+1,571
New +$851K 0.65% 23

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Vestment Financial's VOO Position: Q2 2026 in Review

Vestment Financial held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 1,551 shares worth $1.07M. The position accounts for 0.48% of the portfolio, ranked #25.

Vestment Financial first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Vestment Financial held 1,551 shares of Vanguard S&P 500 ETF worth $1.07M as of Q2 2026.
  • Vestment Financial left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.48% of Vestment Financial's portfolio in Q2 2026, its #25 holding.
  • Vestment Financial first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Vestment Financial's 13F filing for Q2 2026, filed 24 Jul 2026.