AIS
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American Investment Services’s Vanguard S&P 500 ETF VOO Stock Holding History

American Investment Services’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 		$5.14M Buy
8,609
+366
+4% +$229K 1.15% 27
2025
Q4 		$5.17M Sell
8,243
-1,020
-11% -$634K 1.2% 24
2025
Q3 		$5.67M Sell
9,263
-112
-1% -$66K 1.36% 22
2025
Q2 		$5.33M Sell
9,375
-2,543
-21% -$1.34M 1.36% 23
2025
Q1 		$6.12M Buy
11,918
+814
+7% +$440K 1.08% 29
2024
Q4 		$5.98M Buy
11,104
+362
+3% +$196K 1.06% 27
2024
Q3 		$5.67M Buy
10,742
+539
+5% +$274K 0.95% 29
2024
Q2 		$5.1M Buy
10,203
+203
+2% +$97.7K 0.9% 32
2024
Q1 		$4.81M Buy
10,000
+455
+5% +$208K 0.85% 31
2023
Q4 		$4.17M Buy
9,545
+93
+1% +$38.1K 0.79% 33
2023
Q3 		$3.71M Sell
9,452
-255
-3% -$104K 0.79% 36
2023
Q2 		$3.95M Buy
9,707
+132
+1% +$50.9K 0.8% 33
2023
Q1 		$3.36M Hold
9,575
– – 0.69% 35
2022
Q4 		$3.36M Buy
9,575
+1,308
+16% +$462K 0.69% 35
2022
Q3 		$2.71M Sell
8,267
-273
-3% -$99.7K 0.65% 36
2022
Q2 		$2.96M Buy
8,540
+753
+10% +$284K 0.68% 32
2022
Q1 		$3.23M Buy
7,787
+104
+1% +$42.6K 0.71% 31
2021
Q4 		$3.35M Sell
7,683
-36
-0.5% -$15.2K 0.73% 32
2021
Q3 		$3.04M Sell
7,719
-39
-0.5% -$15.8K 0.68% 34
2021
Q2 		$3.05M Buy
7,758
+866
+13% +$332K 0.7% 33
2021
Q1 		$2.51M Buy
6,892
+2,179
+46% +$773K 0.68% 36
2020
Q4 		$1.62M Buy
4,713
+3,215
+215% +$1.05M 0.49% 38
2020
Q3 		$461K Sell
1,498
-4
-0.3% -$1.22K 0.15% 94
2020
Q2 		$426K Sell
1,502
-66
-4% -$17.8K 0.15% 96
2020
Q1 		$371K Buy
+1,568
New +$439K 0.14% 102

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

American Investment Services's VOO Position: Q1 2026 in Review

American Investment Services increased its Vanguard S&P 500 ETF (VOO) stake by 4.4% in Q1 2026, buying an estimated $229K and bringing the position to 8,609 shares worth $5.14M. The position accounts for 1.15% of the portfolio, ranked #27.

American Investment Services first reported a position in VOO in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.12M in Q1 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • American Investment Services held 8,609 shares of Vanguard S&P 500 ETF worth $5.14M as of Q1 2026.
  • American Investment Services bought 366 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $229K.
  • Vanguard S&P 500 ETF made up 1.15% of American Investment Services's portfolio in Q1 2026, its #27 holding.
  • American Investment Services first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 25 quarters since.
  • American Investment Services's Vanguard S&P 500 ETF position peaked at $6.12M in Q1 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.