Avory & Company’s Vanguard S&P 500 ETF VOO Stock Holding History

Avory & Company’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	$17.2M	Hold	28,810	–	–	22.27%	1
2025 Q4	$18.1M	Hold	28,810	–	–	11.56%	4
2025 Q3	$17.6M	Hold	28,810	–	–	10.63%	4
2025 Q2	$16.4M	Hold	28,810	–	–	9.98%	4
2025 Q1	$14.8M	Hold	28,810	–	–	9.78%	4
2024 Q4	$15.5M	Hold	28,810	–	–	8.7%	5
2024 Q3	$15.2M	Hold	28,810	–	–	9.22%	5
2024 Q2	$14.4M	Hold	28,810	–	–	10.14%	4
2024 Q1	$13.8M	Hold	28,810	–	–	9.43%	4
2023 Q4	$12.6M	Hold	28,810	–	–	8.81%	5
2023 Q3	$11.3M	Hold	28,810	–	–	9.61%	5
2023 Q2	$11.7M	Hold	28,810	–	–	8.94%	5
2023 Q1	$10.8M	Hold	28,810	–	–	7.45%	6
2022 Q4	$10.1M	Hold	28,810	–	–	8.14%	4
2022 Q3	$9.46M	Hold	28,810	–	–	8.02%	6
2022 Q2	$9.99M	Hold	28,810	–	–	8.48%	6
2022 Q1	$12M	Hold	28,810	–	–	7.49%	5
2021 Q4	$11.9M	Hold	28,810	–	–	7.16%	5
2021 Q3	$11.4M	Hold	28,810	–	–	7.02%	8
2021 Q2	$11.3M	Hold	28,810	–	–	6.3%	9
2021 Q1	$10.5M	Hold	28,810	–	–	6.04%	9
2020 Q4	$9.9M	Buy	+28,810	New	+$9.39M	6.66%	7

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Avory & Company's VOO Position: Q1 2026 in Review

Avory & Company held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 28,810 shares worth $17.2M. The position accounts for 22.27% of the portfolio, ranked #1.

Avory & Company first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $18.1M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Avory & Company held 28,810 shares of Vanguard S&P 500 ETF worth $17.2M as of Q1 2026.
Avory & Company left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 22.27% of Avory & Company's portfolio in Q1 2026, its #1 holding.
Avory & Company first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
Avory & Company's Vanguard S&P 500 ETF position peaked at $18.1M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Avory & Company's 13F filing for Q1 2026, filed 29 Apr 2026.