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B.O.S.S. Retirement Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

B.O.S.S. Retirement Advisors’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 		$23.1M Sell
33,585
-639
-2% -$426K 6.23% 3
2026
Q1 		$20.5M Sell
34,224
-558
-2% -$349K 6.23% 2
2025
Q4 		$21.8M Sell
34,782
-47,752
-58% -$29.7M 6.87% 2
2025
Q3 		$50.5M Buy
82,534
+6,324
+8% +$3.73M 12.09% 1
2025
Q2 		$43.3M Buy
76,210
+354
+0.5% +$186K 10.87% 2
2025
Q1 		$39M Buy
75,856
+8,568
+13% +$4.63M 11.3% 1
2024
Q4 		$36.3M Buy
67,288
+51,963
+339% +$28.1M 10.13% 2
2024
Q3 		$8.09M Buy
15,325
+6,558
+75% +$3.33M 1.63% 11
2024
Q2 		$4.38M Buy
8,767
+7,291
+494% +$3.51M 1.12% 21
2024
Q1 		$645K Sell
1,476
-34,438
-96% -$15.8M 0.25% 101
2023
Q4 		$15.7M Buy
35,914
+5,348
+17% +$2.19M 3.04% 5
2023
Q3 		$12M Sell
30,566
-107
-0.3% -$43.8K 2.58% 6
2023
Q2 		$12.5M Buy
30,673
+493
+2% +$190K 2.66% 5
2023
Q1 		$11.4M Sell
30,180
-1,667
-5% -$611K 2.67% 5
2022
Q4 		$11.2M Buy
+31,847
New +$11.3M 2.86% 3

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

B.O.S.S. Retirement Advisors's VOO Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1.9% in Q2 2026, selling an estimated $426K and leaving 33,585 shares worth $23.1M. The position accounts for 6.23% of the portfolio, ranked #3.

B.O.S.S. Retirement Advisors first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $50.5M in Q3 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 33,585 shares of Vanguard S&P 500 ETF worth $23.1M as of Q2 2026.
  • B.O.S.S. Retirement Advisors sold 639 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $426K.
  • Vanguard S&P 500 ETF made up 6.23% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #3 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • B.O.S.S. Retirement Advisors's Vanguard S&P 500 ETF position peaked at $50.5M in Q3 2025.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.