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

Whelan 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	$873K	Buy	1,271 +281	+28%	+$187K	0.24%	41
2026 Q1	$592K	Buy	990 +24	+2%	+$15K	0.18%	46
2025 Q4	$606K	Sell	966 -75	-7%	-$46.6K	0.19%	43
2025 Q3	$638K	Sell	1,041 -200	-16%	-$118K	0.2%	42
2025 Q2	$705K	Buy	1,241 +541	+77%	+$284K	0.25%	34
2025 Q1	$360K	Sell	700 -98	-12%	-$53K	0.14%	47
2024 Q4	$430K	Buy	798 +9	+1%	+$4.88K	0.17%	33
2024 Q3	$416K	Sell	789 -41	-5%	-$20.8K	0.17%	32
2024 Q2	$415K	Sell	830 -99	-11%	-$47.6K	0.19%	31
2024 Q1	$447K	Buy	929 +60	+7%	+$27.5K	0.2%	28
2023 Q4	$380K	Buy	869 +332	+62%	+$136K	0.18%	28
2023 Q3	$211K	Buy	+537	New	+$220K	0.11%	33

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

Whelan Financial's VOO Position: Q2 2026 in Review

Whelan Financial increased its Vanguard S&P 500 ETF (VOO) stake by 28% in Q2 2026, buying an estimated $187K and bringing the position to 1,271 shares worth $873K. The position accounts for 0.24% of the portfolio, ranked #41.

Whelan Financial first reported a position in VOO in Q3 2023 and has held it in 12 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Whelan Financial held 1,271 shares of Vanguard S&P 500 ETF worth $873K as of Q2 2026.
Whelan Financial bought 281 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $187K.
Vanguard S&P 500 ETF made up 0.24% of Whelan Financial's portfolio in Q2 2026, its #41 holding.
Whelan Financial first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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