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 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

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

Whelan Financial's VOO Position: Q1 2026 in Review

Whelan Financial increased its Vanguard S&P 500 ETF (VOO) stake by 2.5% in Q1 2026, buying an estimated $15K and bringing the position to 990 shares worth $592K. The position accounts for 0.18% of the portfolio, ranked #46.

Whelan Financial first reported a position in VOO in Q3 2023 and has held it in 11 quarters since. The position peaked at $705K in Q2 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Whelan Financial held 990 shares of Vanguard S&P 500 ETF worth $592K as of Q1 2026.
Whelan Financial bought 24 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $15K.
Vanguard S&P 500 ETF made up 0.18% of Whelan Financial's portfolio in Q1 2026, its #46 holding.
Whelan Financial first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
Whelan Financial's Vanguard S&P 500 ETF position peaked at $705K in Q2 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Whelan Financial's 13F filing for Q1 2026, filed 24 Apr 2026.