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

Wayfinding 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	$402K	Sell	586 -70	-11%	-$46.7K	0.15%	99
2026 Q1	$391K	Sell	656 -234	-26%	-$146K	0.17%	86
2025 Q4	$558K	Hold	890	–	–	0.24%	74
2025 Q3	$546K	Sell	890 -53	-6%	-$31.2K	0.24%	71
2025 Q2	$547K	Sell	943 -963	-51%	-$506K	0.24%	69
2025 Q1	$979K	Sell	1,906 -298	-14%	-$161K	0.43%	42
2024 Q4	$1.19M	Buy	+2,204	New	+$1.19M	0.63%	32
2024 Q3	–	Sell	-2,009	Closed	-$1.01M	–	123
2024 Q2	$1.01M	Sell	2,009 -30	-1%	-$14.4K	0.57%	38
2024 Q1	$969K	Buy	2,039 +5	+0.2%	+$2.29K	0.57%	38
2023 Q4	$888K	Sell	2,034 -30	-1%	-$12.3K	0.6%	37
2023 Q3	$813K	Sell	2,064 -4	-0.2%	-$1.64K	0.61%	33
2023 Q2	$868K	Buy	2,068 +802	+63%	+$309K	0.6%	33
2023 Q1	$476K	Sell	1,266 -508	-29%	-$186K	0.36%	54
2022 Q4	$703K	Buy	1,774 +383	+28%	+$135K	0.56%	34
2022 Q3	$458K	Sell	1,391 -222	-14%	-$81.1K	0.43%	39
2022 Q2	$561K	Sell	1,613 -20	-1%	-$7.53K	0.49%	35
2022 Q1	$617K	Sell	1,633 -141	-8%	-$57.7K	0.52%	35
2021 Q4	$703K	Buy	+1,774	New	+$749K	0.56%	34

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Wayfinding Financial's VOO Position: Q2 2026 in Review

Wayfinding Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 11% in Q2 2026, selling an estimated $46.7K and leaving 586 shares worth $402K. The position accounts for 0.15% of the portfolio, ranked #99.

Wayfinding Financial first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.19M in Q4 2024. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Wayfinding Financial held 586 shares of Vanguard S&P 500 ETF worth $402K as of Q2 2026.
Wayfinding Financial sold 70 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $46.7K.
Vanguard S&P 500 ETF made up 0.15% of Wayfinding Financial's portfolio in Q2 2026, its #99 holding.
Wayfinding Financial first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Wayfinding Financial's Vanguard S&P 500 ETF position peaked at $1.19M in Q4 2024.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.