Advisory Research’s Vanguard S&P 500 ETF VOO Stock Holding History

Advisory Research’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	$2.71M	Sell	3,942 -3	-0.1%	-$2K	0.27%	70
2026 Q1	$2.36M	Sell	3,945 -2	-0.1%	-$1.25K	0.29%	68
2025 Q4	$2.48M	Sell	3,947 -1,582	-29%	-$983K	0.31%	65
2025 Q3	$3.39M	Sell	5,529 -613	-10%	-$361K	0.44%	46
2025 Q2	$3.49M	Buy	6,142 +167	+3%	+$87.8K	0.54%	43
2025 Q1	$3.07M	Sell	5,975 -547	-8%	-$296K	0.54%	43
2024 Q4	$3.51M	Buy	6,522 +79	+1%	+$42.8K	0.58%	43
2024 Q3	$3.4M	Hold	6,443	–	–	0.6%	46
2024 Q2	$3.22M	Sell	6,443 -211	-3%	-$102K	0.61%	43
2024 Q1	$3.2M	Hold	6,654	–	–	0.64%	41
2023 Q4	$2.91M	Hold	6,654	–	–	0.45%	56
2023 Q3	$2.61M	Sell	6,654 -1,460	-18%	-$597K	0.36%	73
2023 Q2	$3.3M	Sell	8,114 -2,335	-22%	-$901K	0.42%	55
2023 Q1	$3.93M	Hold	10,449	–	–	0.65%	37
2022 Q4	$3.67M	Hold	10,449	–	–	0.35%	48
2022 Q3	$3.43M	Sell	10,449 -2,634	-20%	-$962K	0.34%	56
2022 Q2	$4.54M	Hold	13,083	–	–	0.44%	45
2022 Q1	$5.43M	Hold	13,083	–	–	0.44%	47
2021 Q4	$5.71M	Hold	13,083	–	–	0.45%	50
2021 Q3	$5.16M	Hold	13,083	–	–	0.33%	82
2021 Q2	$5.15M	Hold	13,083	–	–	0.34%	86
2021 Q1	$4.77M	Sell	13,083 -13,083	-50%	-$4.64M	0.34%	86
2020 Q4	$8.99M	Buy	26,166 +13,083	+100%	+$4.27M	0.66%	55
2020 Q3	$4.03M	Sell	13,083 -1,900	-13%	-$579K	0.39%	74
2020 Q2	$4.25M	Buy	14,983 +8,668	+137%	+$2.33M	0.38%	74
2020 Q1	$1.5M	Buy	+6,315	New	+$1.77M	0.1%	104

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

Advisory Research's VOO Position: Q2 2026 in Review

Advisory Research reduced its Vanguard S&P 500 ETF (VOO) stake by 0.08% in Q2 2026, selling an estimated $2K and leaving 3,942 shares worth $2.71M. The position accounts for 0.27% of the portfolio, ranked #70.

Advisory Research first reported a position in VOO in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.99M in Q4 2020. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Advisory Research held 3,942 shares of Vanguard S&P 500 ETF worth $2.71M as of Q2 2026.
Advisory Research sold 3 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2K.
Vanguard S&P 500 ETF made up 0.27% of Advisory Research's portfolio in Q2 2026, its #70 holding.
Advisory Research first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
Advisory Research's Vanguard S&P 500 ETF position peaked at $8.99M in Q4 2020.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.