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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
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

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

B.O.S.S. Retirement Advisors's VOO Position: Q1 2026 in Review

B.O.S.S. Retirement Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1.6% in Q1 2026, selling an estimated $349K and leaving 34,224 shares worth $20.5M. The position accounts for 6.23% of the portfolio, ranked #2.

B.O.S.S. Retirement Advisors first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $50.5M in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • B.O.S.S. Retirement Advisors held 34,224 shares of Vanguard S&P 500 ETF worth $20.5M as of Q1 2026.
  • B.O.S.S. Retirement Advisors sold 558 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $349K.
  • Vanguard S&P 500 ETF made up 6.23% of B.O.S.S. Retirement Advisors's portfolio in Q1 2026, its #2 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 14 quarters since.
  • B.O.S.S. Retirement Advisors's Vanguard S&P 500 ETF position peaked at $50.5M in Q3 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.