Allie Family Office’s Vanguard S&P 500 ETF VOO Stock Holding History

Allie Family Office’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	$16.9M	Buy	28,364 +7,541	+36%	+$4.72M	7.42%	3
2025 Q4	$12.6M	Buy	20,823 +16	+0.1%	+$9.94K	5.87%	3
2025 Q3	$12.8M	Buy	20,807 +13,256	+176%	+$7.81M	6.05%	3
2025 Q2	$4.3M	Sell	7,551 -442	-6%	-$232K	2.13%	11
2025 Q1	$4.11M	Sell	7,993 -2,787	-26%	-$1.51M	2.24%	10
2024 Q4	$5.81M	Buy	10,780 +100	+0.9%	+$54.2K	3.22%	7
2024 Q3	$5.64M	Sell	10,680 -10	-0.1%	-$5.08K	3.04%	8
2024 Q2	$4.76M	Hold	10,690	–	–	2.86%	7
2024 Q1	$5.14M	Hold	10,690	–	–	3.03%	8
2023 Q4	$4.67M	Sell	10,690 -2,007	-16%	-$822K	3.23%	7
2023 Q3	$4.99M	Sell	12,697 -5,269	-29%	-$2.15M	4.04%	6
2023 Q2	$7.33M	Buy	17,966 +998	+6%	+$385K	5.26%	4
2023 Q1	$6.38M	Buy	16,968 +1,221	+8%	+$448K	4.77%	4
2022 Q4	$5.53M	Buy	15,747 +2,264	+17%	+$800K	4.55%	4
2022 Q3	$4.43M	Buy	13,483 +7,681	+132%	+$2.81M	3.81%	5
2022 Q2	$2.01M	Hold	5,802	–	–	1.63%	10
2022 Q1	$2.41M	Hold	5,802	–	–	1.85%	12
2021 Q4	$2.53M	Buy	+5,802	New	+$2.45M	2%	9

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Allie Family Office's VOO Position: Q1 2026 in Review

Allie Family Office increased its Vanguard S&P 500 ETF (VOO) stake by 36% in Q1 2026, buying an estimated $4.72M and bringing the position to 28,364 shares worth $16.9M. The position accounts for 7.42% of the portfolio, ranked #3.

Allie Family Office first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Allie Family Office held 28,364 shares of Vanguard S&P 500 ETF worth $16.9M as of Q1 2026.
Allie Family Office bought 7,541 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $4.72M.
Vanguard S&P 500 ETF made up 7.42% of Allie Family Office's portfolio in Q1 2026, its #3 holding.
Allie Family Office first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.