Bell Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Bell Investment 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	$2.43M	Sell	4,065 -8	-0.2%	-$5K	0.38%	38
2025 Q4	$2.55M	Sell	4,073 -28	-0.7%	-$17.4K	0.4%	37
2025 Q3	$2.51M	Buy	4,101 +4	+0.1%	+$2.36K	0.41%	33
2025 Q2	$2.33M	Sell	4,097 -41	-1%	-$21.5K	0.4%	32
2025 Q1	$2.13M	Sell	4,138 -31	-0.7%	-$16.8K	0.39%	32
2024 Q4	$2.25M	Sell	4,169 -8	-0.2%	-$4.33K	0.42%	32
2024 Q3	$2.2M	Sell	4,177 -2	-0%	-$1.02K	0.4%	32
2024 Q2	$2.09M	Sell	4,179 -1,032	-20%	-$497K	0.41%	32
2024 Q1	$2.51M	Sell	5,211 -50	-1%	-$22.9K	0.49%	29
2023 Q4	$2.3M	Buy	5,261 +18	+0.3%	+$7.37K	0.47%	31
2023 Q3	$2.06M	Buy	5,243 +1	+0%	+$409	0.46%	30
2023 Q2	$2.13M	Sell	5,242 -83	-2%	-$32K	0.47%	29
2023 Q1	$2M	Sell	5,325 -23	-0.4%	-$8.44K	0.47%	28
2022 Q4	$1.88M	Sell	5,348 -8	-0.1%	-$2.83K	0.47%	27
2022 Q3	$1.76M	Sell	5,356 -4	-0.1%	-$1.46K	0.55%	28
2022 Q2	$1.86M	Buy	+5,360	New	+$2.02M	0.57%	27
2021 Q4	$2.39M	Sell	5,484 -92	-2%	-$38.8K	0.66%	26
2021 Q3	$2.2M	Buy	+5,576	New	+$2.26M	0.65%	27

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

Bell Investment Advisors's VOO Position: Q1 2026 in Review

Bell Investment Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.2% in Q1 2026, selling an estimated $5K and leaving 4,065 shares worth $2.43M. The position accounts for 0.38% of the portfolio, ranked #38.

Bell Investment Advisors first reported a position in VOO in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.55M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Bell Investment Advisors held 4,065 shares of Vanguard S&P 500 ETF worth $2.43M as of Q1 2026.
Bell Investment Advisors sold 8 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $5K.
Vanguard S&P 500 ETF made up 0.38% of Bell Investment Advisors's portfolio in Q1 2026, its #38 holding.
Bell Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Vanguard S&P 500 ETF position peaked at $2.55M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.