AO
VOO icon

Advisor OS’s Vanguard S&P 500 ETF VOO Stock Holding History

Advisor OS’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 		$97.1M Sell
162,438
-11,225
-6% -$7.02M 7.03% 1
2025
Q4 		$109M Buy
173,663
+8,327
+5% +$5.17M 8.77% 1
2025
Q3 		$101M Buy
165,336
+3,851
+2% +$2.27M 8.74% 1
2025
Q2 		$91.7M Sell
161,485
-2,860
-2% -$1.5M 9.03% 1
2025
Q1 		$84.5M Sell
164,345
-14,738
-8% -$7.97M 9.61% 1
2024
Q4 		$96.5M Buy
179,083
+7,504
+4% +$4.06M 11.17% 1
2024
Q3 		$90.5M Buy
171,579
+6,933
+4% +$3.52M 9.01% 1
2024
Q2 		$82.3M Sell
164,646
-3,314
-2% -$1.59M 9.02% 1
2024
Q1 		$80.7M Buy
167,960
+35,181
+26% +$16.1M 9.28% 1
2023
Q4 		$58M Buy
132,779
+6,586
+5% +$2.7M 7.55% 1
2023
Q3 		$49.6M Buy
126,193
+64,947
+106% +$26.6M 7.43% 2
2023
Q2 		$24.9M Buy
61,246
+46,454
+314% +$17.9M 4.08% 4
2023
Q1 		$5.56M Buy
14,792
+1,067
+8% +$391K 1.34% 16
2022
Q4 		$4.82M Buy
13,725
+110
+0.8% +$38.9K 1.28% 15
2022
Q3 		$4.47M Buy
13,615
+94
+0.7% +$34.3K 1.35% 16
2022
Q2 		$4.69M Sell
13,521
-1,026
-7% -$387K 1.37% 14
2022
Q1 		$6.04M Sell
14,547
-19,778
-58% -$8.1M 1.75% 12
2021
Q4 		$15M Sell
34,325
-12,458
-27% -$5.26M 3.06% 4
2021
Q3 		$18.5M Sell
46,783
-7,863
-14% -$3.19M 4.01% 4
2021
Q2 		$21.5M Buy
54,646
+2,934
+6% +$1.13M 4.46% 2
2021
Q1 		$18.8M Sell
51,712
-166,941
-76% -$59.2M 4.27% 4
2020
Q4 		$47.8M Buy
+218,653
New +$71.3M 12.83% 1
2020
Q3 		– Sell
-4,106
Closed -$1.16M – 169
2020
Q2 		$1.16M Buy
+4,106
New +$1.11M 0.69% 35

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Advisor OS's VOO Position: Q1 2026 in Review

Advisor OS reduced its Vanguard S&P 500 ETF (VOO) stake by 6.5% in Q1 2026, selling an estimated $7.02M and leaving 162,438 shares worth $97.1M. The position accounts for 7.03% of the portfolio, ranked #1.

Advisor OS first reported a position in VOO in Q2 2020 and has held it in 23 quarters since. The position peaked at $109M in Q4 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Advisor OS held 162,438 shares of Vanguard S&P 500 ETF worth $97.1M as of Q1 2026.
  • Advisor OS sold 11,225 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $7.02M.
  • Vanguard S&P 500 ETF made up 7.03% of Advisor OS's portfolio in Q1 2026, its #1 holding.
  • Advisor OS first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 23 quarters since.
  • Advisor OS's Vanguard S&P 500 ETF position peaked at $109M in Q4 2025.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.