Wood Tarver Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Wood Tarver Financial Group’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	$228K	Buy	+333	New	+$222K	0.05%	157
2025 Q3	–	Sell	-229	Closed	-$129K	–	632
2025 Q2	$129K	Buy	229 +17	+8%	+$8.93K	0.04%	178
2025 Q1	$109K	Buy	212 +51	+32%	+$27.6K	0.04%	183
2024 Q4	$86K	Buy	+161	New	+$87.2K	0.03%	208

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

Wood Tarver Financial Group's VOO Position: Q2 2026 in Review

Wood Tarver Financial Group opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 333 shares worth $228K. The stake represents 0.05% of the portfolio and ranks #157 among its holdings. This is a return to the name: Wood Tarver Financial Group previously reported a position in VOO as recently as Q2 2025.

Wood Tarver Financial Group first reported a position in VOO in Q4 2024 and has held it in 4 quarters since. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Wood Tarver Financial Group held 333 shares of Vanguard S&P 500 ETF worth $228K as of Q2 2026.
Vanguard S&P 500 ETF was a new Wood Tarver Financial Group position in Q2 2026.
Vanguard S&P 500 ETF made up 0.05% of Wood Tarver Financial Group's portfolio in Q2 2026, its #157 holding.
Wood Tarver Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 4 quarters since.
4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.