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Allen Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Allen Investment Management’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 		$178M Buy
259,574
+2,006
+0.8% +$1.34M 2.12% 18
2026
Q1 		$154M Sell
257,568
-887
-0.3% -$555K 1.9% 17
2025
Q4 		$162M Buy
258,455
+733
+0.3% +$456K 1.8% 17
2025
Q3 		$158M Buy
257,722
+6,398
+3% +$3.77M 1.75% 17
2025
Q2 		$143M Buy
251,324
+94
+0% +$49.4K 1.56% 17
2025
Q1 		$129M Buy
251,230
+2,072
+0.8% +$1.12M 1.51% 15
2024
Q4 		$134M Buy
249,158
+5,127
+2% +$2.78M 1.55% 16
2024
Q3 		$129M Buy
244,031
+1,353
+0.6% +$688K 1.53% 15
2024
Q2 		$121M Sell
242,678
-1,314
-0.5% -$632K 1.47% 15
2024
Q1 		$117M Buy
243,992
+1,470
+0.6% +$673K 1.47% 17
2023
Q4 		$106M Buy
242,522
+969
+0.4% +$397K 1.42% 18
2023
Q3 		$94.9M Buy
241,553
+647
+0.3% +$265K 1.39% 18
2023
Q2 		$98.1M Sell
240,906
-507
-0.2% -$196K 1.44% 18
2023
Q1 		$90.8M Buy
241,413
+743
+0.3% +$272K 1.52% 17
2022
Q4 		$84.6M Buy
240,670
+226,441
+1,591% +$80M 1.36% 19
2022
Q3 		$4.67M Sell
14,229
-246
-2% -$89.8K 0.08% 72
2022
Q2 		$5.02M Buy
14,475
+4,901
+51% +$1.85M 0.08% 70
2022
Q1 		$3.98M Buy
9,574
+334
+4% +$137K 0.05% 92
2021
Q4 		$4.03M Hold
9,240
– – 0.05% 94
2021
Q3 		$3.64M Hold
9,240
– – 0.05% 81
2021
Q2 		$3.64M Buy
9,240
+1,349
+17% +$518K 0.05% 80
2021
Q1 		$2.88M Buy
7,891
+4,715
+148% +$1.67M 0.04% 86
2020
Q4 		$1.09M Hold
3,176
– – 0.02% 104
2020
Q3 		$977K Hold
3,176
– – 0.02% 103
2020
Q2 		$900K Hold
3,176
– – 0.02% 104
2020
Q1 		$752K Hold
3,176
– – 0.02% 105
2019
Q4 		$939K Buy
3,176
+683
+27% +$193K 0.02% 101
2019
Q3 		$680K Hold
2,493
– – 0.02% 125
2019
Q2 		$671K Hold
2,493
– – 0.02% 126
2019
Q1 		$647K Buy
2,493
+13
+0.5% +$3.25K 0.02% 124
2018
Q4 		$570K Hold
2,480
– – 0.02% 112
2018
Q3 		$662K Hold
2,480
– – 0.02% 130
2018
Q2 		$619K Sell
2,480
-11,341
-82% -$2.82M 0.02% 128
2018
Q1 		$3.35M Buy
13,821
+11,393
+469% +$2.86M 0.14% 60
2017
Q4 		$596K Hold
2,428
– – 0.03% 121
2017
Q3 		$560K Buy
2,428
+66
+3% +$14.9K 0.03% 138
2017
Q2 		$525K Hold
2,362
– – 0.03% 150
2017
Q1 		$511K Buy
2,362
+628
+36% +$134K 0.03% 148
2016
Q4 		$356K Buy
1,734
+134
+8% +$26.9K 0.02% 176
2016
Q3 		$318K Hold
1,600
– – 0.02% 181
2016
Q2 		$308K Hold
1,600
– – 0.02% 176
2016
Q1 		$302K Hold
1,600
– – 0.02% 167
2015
Q4 		$299K Hold
1,600
– – 0.03% 161
2015
Q3 		$281K Hold
1,600
– – 0.03% 183
2015
Q2 		$302K Hold
1,600
– – 0.03% 186
2015
Q1 		$303K Sell
1,600
-185
-10% -$35K 0.02% 189
2014
Q4 		$336K Hold
1,785
– – 0.03% 179
2014
Q3 		$322K Buy
+1,785
New +$324K 0.03% 159

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allen Investment Management's VOO Position: Q2 2026 in Review

Allen Investment Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.78% in Q2 2026, buying an estimated $1.34M and bringing the position to 259,574 shares worth $178M. The position accounts for 2.12% of the portfolio, ranked #18.

Allen Investment Management first reported a position in VOO in Q3 2014 and has held it in 48 quarters since. 2,788 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Allen Investment Management held 259,574 shares of Vanguard S&P 500 ETF worth $178M as of Q2 2026.
  • Allen Investment Management bought 2,006 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.34M.
  • Vanguard S&P 500 ETF made up 2.12% of Allen Investment Management's portfolio in Q2 2026, its #18 holding.
  • Allen Investment Management first reported a position in Vanguard S&P 500 ETF in Q3 2014 and has held it in 48 quarters since.
  • 2,788 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.