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 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

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

Wayfinding Financial's VOO Position: Q1 2026 in Review

Wayfinding Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 26% in Q1 2026, selling an estimated $146K and leaving 656 shares worth $391K. The position accounts for 0.17% of the portfolio, ranked #86.

Wayfinding Financial first reported a position in VOO in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.19M in Q4 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Wayfinding Financial held 656 shares of Vanguard S&P 500 ETF worth $391K as of Q1 2026.
Wayfinding Financial sold 234 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $146K.
Vanguard S&P 500 ETF made up 0.17% of Wayfinding Financial's portfolio in Q1 2026, its #86 holding.
Wayfinding Financial first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 17 quarters since.
Wayfinding Financial's Vanguard S&P 500 ETF position peaked at $1.19M in Q4 2024.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.