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Alpha Cubed Investments’s Vanguard S&P 500 ETF VOO Stock Holding History

Alpha Cubed Investments’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
2023
Q2 		– Sell
-1,200
Closed -$1.41K – 288
2023
Q1 		$1.41K Hold
1,200
– – ﹤0.01% 283
2022
Q4 		$20.9K Buy
+1,200
New +$424K ﹤0.01% 278

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alpha Cubed Investments's VOO Position: Q4 2025 in Review

Alpha Cubed Investments reduced its Vanguard S&P 500 ETF (VOO) stake by 0.56% in Q4 2025, selling an estimated $52.8K and leaving 15,183 shares worth $9.52M. The position accounts for 0.33% of the portfolio, ranked #56.

Alpha Cubed Investments first reported a position in VOO in Q3 2018 and has held it in 30 quarters since. The position peaked at $18.6M in Q4 2022. 3,838 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • Alpha Cubed Investments held 15,183 shares of Vanguard S&P 500 ETF worth $9.52M as of Q4 2025.
  • Alpha Cubed Investments sold 85 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $52.8K.
  • Vanguard S&P 500 ETF made up 0.33% of Alpha Cubed Investments's portfolio in Q4 2025, its #56 holding.
  • Alpha Cubed Investments first reported a position in Vanguard S&P 500 ETF in Q3 2018 and has held it in 30 quarters since.
  • Alpha Cubed Investments's Vanguard S&P 500 ETF position peaked at $18.6M in Q4 2022.
  • 3,838 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.