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 Q2	$2.79M	Sell	4,062 -3	-0.1%	-$2K	0.41%	35
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Bell Investment Advisors's VOO Position: Q2 2026 in Review

Bell Investment Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.07% in Q2 2026, selling an estimated $2K and leaving 4,062 shares worth $2.79M. The position accounts for 0.41% of the portfolio, ranked #35.

Bell Investment Advisors first reported a position in VOO in Q3 2021 and has held it in 19 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Bell Investment Advisors held 4,062 shares of Vanguard S&P 500 ETF worth $2.79M as of Q2 2026.
Bell Investment Advisors sold 3 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2K.
Vanguard S&P 500 ETF made up 0.41% of Bell Investment Advisors's portfolio in Q2 2026, its #35 holding.
Bell Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 19 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.