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

Walker Financial Services’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	$400K	Buy	581 +1	+0.2%	+$667	0.12%	33
2026 Q1	$347K	Buy	580 +33	+6%	+$20.6K	0.12%	34
2025 Q4	$343K	Sell	547 -18	-3%	-$11.2K	0.12%	35
2025 Q3	$346K	Buy	565 +21	+4%	+$12.4K	0.13%	35
2025 Q2	$309K	Hold	544	–	–	0.14%	28
2025 Q1	$280K	Hold	544	–	–	0.15%	24
2024 Q4	$293K	Sell	544 -12	-2%	-$6.5K	0.17%	23
2024 Q3	$293K	Buy	556 +1	+0.2%	+$508	0.2%	24
2024 Q2	$278K	Hold	555	–	–	0.22%	22
2024 Q1	$267K	Buy	+555	New	+$254K	0.22%	23

Other funds holding VOO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Walker Financial Services's VOO Position: Q2 2026 in Review

Walker Financial Services increased its Vanguard S&P 500 ETF (VOO) stake by 0.17% in Q2 2026, buying an estimated $667 and bringing the position to 581 shares worth $400K. The position accounts for 0.12% of the portfolio, ranked #33.

Walker Financial Services first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Walker Financial Services held 581 shares of Vanguard S&P 500 ETF worth $400K as of Q2 2026.
Walker Financial Services bought 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
Vanguard S&P 500 ETF made up 0.12% of Walker Financial Services's portfolio in Q2 2026, its #33 holding.
Walker Financial Services first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Walker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.