AA
VOO icon

Aufman Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Aufman Associates’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 		$35.7M Sell
59,743
-785
-1% -$491K 17.51% 2
2025
Q4 		$38M Sell
60,528
-689
-1% -$428K 19.45% 1
2025
Q3 		$37.5M Sell
61,217
-653
-1% -$385K 21.1% 1
2025
Q2 		$35.1M Sell
61,870
-521
-0.8% -$274K 21.67% 1
2025
Q1 		$32.1M Sell
62,391
-1,949
-3% -$1.05M 22.04% 2
2024
Q4 		$34.7M Sell
64,340
-1,334
-2% -$723K 23.4% 2
2024
Q3 		$34.7M Sell
65,674
-1,844
-3% -$937K 22.28% 2
2024
Q2 		$33.8M Sell
67,518
-1,997
-3% -$961K 24.04% 1
2024
Q1 		$33.4M Sell
69,515
-580
-0.8% -$265K 23.53% 2
2023
Q4 		$30.6M Sell
70,095
-336
-0.5% -$138K 23.11% 2
2023
Q3 		$27.7M Sell
70,431
-1,112
-2% -$455K 23.2% 2
2023
Q2 		$29.1M Sell
71,543
-1,232
-2% -$475K 24.03% 2
2023
Q1 		$27.4M Buy
72,775
+237
+0.3% +$86.9K 23.29% 2
2022
Q4 		$25.5M Buy
72,538
+2,819
+4% +$996K 23.56% 2
2022
Q3 		$22.9M Sell
69,719
-1,405
-2% -$513K 24.09% 2
2022
Q2 		$24.7M Sell
71,124
-400
-0.6% -$151K 23.46% 2
2022
Q1 		$29.7M Buy
71,524
+5,321
+8% +$2.18M 23.39% 2
2021
Q4 		$28.9M Buy
66,203
+1,494
+2% +$631K 21.37% 2
2021
Q3 		$25.5M Buy
64,709
+1,131
+2% +$459K 20.99% 2
2021
Q2 		$25M Buy
63,578
+407
+0.6% +$156K 19.3% 2
2021
Q1 		$23M Buy
63,171
+5,230
+9% +$1.85M 19.16% 2
2020
Q4 		$19.9M Buy
57,941
+966
+2% +$315K 17.87% 3
2020
Q3 		$17.5M Buy
56,975
+1,046
+2% +$319K 18.84% 3
2020
Q2 		$15.9M Buy
55,929
+2,332
+4% +$628K 17.99% 3
2020
Q1 		$12.7M Buy
53,597
+4,005
+8% +$1.12M 17.51% 3
2019
Q4 		$14.7M Buy
+49,592
New +$14M 15.1% 3

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

Aufman Associates's VOO Position: Q1 2026 in Review

Aufman Associates reduced its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q1 2026, selling an estimated $491K and leaving 59,743 shares worth $35.7M. The position accounts for 17.51% of the portfolio, ranked #2.

Aufman Associates first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. The position peaked at $38M in Q4 2025. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Aufman Associates held 59,743 shares of Vanguard S&P 500 ETF worth $35.7M as of Q1 2026.
  • Aufman Associates sold 785 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $491K.
  • Vanguard S&P 500 ETF made up 17.51% of Aufman Associates's portfolio in Q1 2026, its #2 holding.
  • Aufman Associates first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • Aufman Associates's Vanguard S&P 500 ETF position peaked at $38M in Q4 2025.
  • 3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.