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

XML 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 		$6.36M Buy
9,256
+276
+3% +$184K 0.46% 58
2026
Q1 		$5.37M Sell
8,980
-89
-1% -$55.7K 0.43% 63
2025
Q4 		$5.69M Buy
9,069
+1,388
+18% +$863K 0.46% 58
2025
Q3 		$4.7M Buy
7,681
+1,242
+19% +$732K 0.38% 70
2025
Q2 		$3.66M Buy
6,439
+468
+8% +$246K 0.32% 80
2025
Q1 		$3.07M Buy
5,971
+153
+3% +$82.7K 0.29% 84
2024
Q4 		$3.13M Buy
5,818
+2,712
+87% +$1.47M 0.29% 87
2024
Q3 		$1.64M Buy
3,106
+1,356
+77% +$689K 0.15% 133
2024
Q2 		$875K Buy
1,750
+106
+6% +$51K 0.09% 176
2024
Q1 		$790K Buy
1,644
+257
+19% +$118K 0.08% 185
2023
Q4 		$606K Buy
1,387
+71
+5% +$29.1K 0.06% 197
2023
Q3 		$517K Buy
1,316
+70
+6% +$28.6K 0.06% 203
2023
Q2 		$508K Buy
1,246
+95
+8% +$36.6K 0.06% 215
2023
Q1 		$433K Buy
1,151
+57
+5% +$20.9K 0.05% 222
2022
Q4 		$384K Sell
1,094
-284
-21% -$100K 0.05% 231
2022
Q3 		$453K Buy
+1,378
New +$503K 0.06% 202
2022
Q2 		– Sell
-986
Closed -$409K – 335
2022
Q1 		$409K Sell
986
-91
-8% -$37.3K 0.05% 233
2021
Q4 		$470K Buy
1,077
+120
+13% +$50.7K 0.06% 209
2021
Q3 		$377K Buy
+957
New +$388K 0.05% 229

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

XML Financial's VOO Position: Q2 2026 in Review

XML Financial increased its Vanguard S&P 500 ETF (VOO) stake by 3.1% in Q2 2026, buying an estimated $184K and bringing the position to 9,256 shares worth $6.36M. The position accounts for 0.46% of the portfolio, ranked #58.

XML Financial first reported a position in VOO in Q3 2021 and has held it in 19 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • XML Financial held 9,256 shares of Vanguard S&P 500 ETF worth $6.36M as of Q2 2026.
  • XML Financial bought 276 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $184K.
  • Vanguard S&P 500 ETF made up 0.46% of XML Financial's portfolio in Q2 2026, its #58 holding.
  • XML Financial first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 19 quarters since.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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