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

Anchor 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
Q1 		$5.91M Sell
9,897
-17
-0.2% -$10.6K 0.49% 54
2025
Q4 		$6.22M Buy
9,914
+88
+0.9% +$54.7K 0.51% 51
2025
Q3 		$6.02M Sell
9,826
-18
-0.2% -$10.6K 0.5% 50
2025
Q2 		$5.59M Sell
9,844
-437
-4% -$230K 0.49% 52
2025
Q1 		$5.28M Sell
10,281
-37
-0.4% -$20K 0.49% 54
2024
Q4 		$5.56M Buy
10,318
+147
+1% +$79.6K 0.52% 50
2024
Q3 		$5.37M Buy
10,171
+335
+3% +$170K 0.51% 51
2024
Q2 		$4.92M Buy
9,836
+301
+3% +$145K 0.51% 52
2024
Q1 		$4.58M Sell
9,535
-557
-6% -$255K 0.48% 55
2023
Q4 		$4.41M Sell
10,092
-346
-3% -$142K 0.5% 53
2023
Q3 		$4.1M Sell
10,438
-2,793
-21% -$1.14M 0.54% 48
2023
Q2 		$5.39M Sell
13,231
-179
-1% -$69.1K 0.69% 36
2023
Q1 		$5.04M Buy
13,410
+280
+2% +$103K 0.69% 37
2022
Q4 		$4.61M Buy
13,130
+344
+3% +$122K 0.66% 38
2022
Q3 		$4.2M Buy
12,786
+57
+0.4% +$20.8K 0.65% 40
2022
Q2 		$4.42M Sell
12,729
-263
-2% -$99.1K 0.64% 42
2022
Q1 		$5.39M Sell
12,992
-800
-6% -$328K 0.68% 36
2021
Q4 		$6.02M Sell
13,792
-4
-0% -$1.69K 0.75% 31
2021
Q3 		$5.44M Buy
13,796
+929
+7% +$377K 0.76% 32
2021
Q2 		$5.06M Sell
12,867
-66
-0.5% -$25.3K 0.7% 34
2021
Q1 		$4.71M Sell
12,933
-35
-0.3% -$12.4K 0.72% 34
2020
Q4 		$4.46M Buy
12,968
+121
+0.9% +$39.4K 0.8% 31
2020
Q3 		$3.95M Buy
12,847
+131
+1% +$39.9K 0.8% 31
2020
Q2 		$3.6M Buy
12,716
+68
+0.5% +$18.3K 0.81% 29
2020
Q1 		$3M Sell
12,648
-338
-3% -$94.7K 0.77% 32
2019
Q4 		$3.84M Buy
12,986
+197
+2% +$55.7K 0.82% 27
2019
Q3 		$3.49M Sell
12,789
-2,130
-14% -$578K 0.8% 27
2019
Q2 		$4.02M Sell
14,919
-306
-2% -$81K 0.96% 21
2019
Q1 		$3.95M Sell
15,225
-7,196
-32% -$1.8M 0.99% 19
2018
Q4 		$5.15M Buy
22,421
+771
+4% +$191K 1.47% 5
2018
Q3 		$5.78M Sell
21,650
-32
-0.1% -$8.37K 1.32% 8
2018
Q2 		$5.41M Buy
21,682
+284
+1% +$70.5K 1.33% 7
2018
Q1 		$5.18M Buy
21,398
+1,804
+9% +$453K 1.36% 5
2017
Q4 		$4.81M Buy
19,594
+5,887
+43% +$1.41M 1.27% 7
2017
Q3 		$3.16M Buy
13,707
+13,044
+1,967% +$2.95M 0.93% 17
2017
Q2 		$147K Sell
663
-65
-9% -$14.3K 0.05% 280
2017
Q1 		$157K Buy
728
+153
+27% +$32.6K 0.05% 264
2016
Q4 		$118K Sell
575
-60
-9% -$12K 0.04% 287
2016
Q3 		$126K Buy
635
+11
+2% +$2.18K 0.05% 268
2016
Q2 		$120K Buy
624
+20
+3% +$3.81K 0.05% 270
2016
Q1 		$114K Buy
+604
New +$108K 0.05% 270

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

Anchor Investment Management's VOO Position: Q1 2026 in Review

Anchor Investment Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.17% in Q1 2026, selling an estimated $10.6K and leaving 9,897 shares worth $5.91M. The position accounts for 0.49% of the portfolio, ranked #54.

Anchor Investment Management first reported a position in VOO in Q1 2016 and has held it in 41 quarters since. The position peaked at $6.22M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Anchor Investment Management held 9,897 shares of Vanguard S&P 500 ETF worth $5.91M as of Q1 2026.
  • Anchor Investment Management sold 17 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $10.6K.
  • Vanguard S&P 500 ETF made up 0.49% of Anchor Investment Management's portfolio in Q1 2026, its #54 holding.
  • Anchor Investment Management first reported a position in Vanguard S&P 500 ETF in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Vanguard S&P 500 ETF position peaked at $6.22M in Q4 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.