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

Wells Financial Advisors’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	–	Sell	-400	Closed	-$251K	–	69
2025 Q4	$251K	Hold	400	–	–	0.48%	30
2025 Q3	$245K	Hold	400	–	–	0.33%	38
2025 Q2	$227K	Hold	400	–	–	0.31%	37
2025 Q1	$206K	Hold	400	–	–	0.28%	37
2024 Q4	$216K	Hold	400	–	–	0.29%	38
2024 Q3	$212K	Hold	400	–	–	0.29%	38
2024 Q2	$200K	Hold	400	–	–	0.13%	51
2024 Q1	$192K	Hold	400	–	–	0.13%	42
2023 Q4	$175K	Hold	400	–	–	0.13%	42
2023 Q3	$157K	Hold	400	–	–	0.12%	42
2023 Q2	$163K	Hold	400	–	–	0.12%	42
2023 Q1	$150K	Hold	400	–	–	0.12%	44
2022 Q4	$141K	Hold	400	–	–	0.12%	44
2022 Q3	$131K	Hold	400	–	–	0.13%	45
2022 Q2	$139K	Hold	400	–	–	0.13%	38
2022 Q1	$166K	Hold	400	–	–	0.14%	39
2021 Q4	$175K	Hold	400	–	–	0.14%	39
2021 Q3	$158K	Hold	400	–	–	0.13%	40
2021 Q2	$157K	Hold	400	–	–	0.13%	40
2021 Q1	$146K	Hold	400	–	–	0.13%	41
2020 Q4	$137K	Buy	+400	New	+$130K	0.12%	40

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

Wells Financial Advisors's VOO Position: Q1 2026 in Review

Wells Financial Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 400 shares — an estimated $251K sold.

Wells Financial Advisors first reported a position in VOO in Q4 2020 and held it in 21 quarters. The position peaked at $251K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Wells Financial Advisors reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Wells Financial Advisors sold 400 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $251K.
Wells Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and held it in 21 quarters.
Wells Financial Advisors's Vanguard S&P 500 ETF position peaked at $251K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.