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

Arrien 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
2026
Q2 		$2.59M Sell
3,773
-202
-5% -$135K 1.31% 14
2026
Q1 		$2.38M Sell
3,975
-130
-3% -$81.3K 1.29% 14
2025
Q4 		$2.57M Sell
4,105
-163
-4% -$101K 1.45% 14
2025
Q3 		$2.61M Sell
4,268
-528
-11% -$311K 1.53% 13
2025
Q2 		$2.72M Buy
4,796
+180
+4% +$94.6K 1.72% 13
2025
Q1 		$2.37M Sell
4,616
-26
-0.6% -$14.1K 1.7% 12
2024
Q4 		$2.58M Sell
4,642
-122
-3% -$66.1K 1.84% 11
2024
Q3 		$2.51M Sell
4,764
-183
-4% -$93K 1.81% 13
2024
Q2 		$2.47M Sell
4,947
-254
-5% -$122K 1.93% 13
2024
Q1 		$2.5M Buy
5,201
+95
+2% +$43.5K 1.97% 12
2023
Q4 		$2.23M Sell
5,106
-156
-3% -$63.9K 1.96% 12
2023
Q3 		$2.07M Sell
5,262
-268
-5% -$110K 1.95% 11
2023
Q2 		$2.25M Sell
5,530
-353
-6% -$136K 1.91% 12
2023
Q1 		$2.21M Buy
+5,883
New +$2.16M 2.15% 10

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

Arrien Investments's VOO Position: Q2 2026 in Review

Arrien Investments reduced its Vanguard S&P 500 ETF (VOO) stake by 5.1% in Q2 2026, selling an estimated $135K and leaving 3,773 shares worth $2.59M. The position accounts for 1.31% of the portfolio, ranked #14.

Arrien Investments first reported a position in VOO in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.72M in Q2 2025. 3,046 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Arrien Investments held 3,773 shares of Vanguard S&P 500 ETF worth $2.59M as of Q2 2026.
  • Arrien Investments sold 202 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $135K.
  • Vanguard S&P 500 ETF made up 1.31% of Arrien Investments's portfolio in Q2 2026, its #14 holding.
  • Arrien Investments first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
  • Arrien Investments's Vanguard S&P 500 ETF position peaked at $2.72M in Q2 2025.
  • 3,046 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Arrien Investments's 13F filing for Q2 2026, filed 30 Jul 2026.