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

Benchmark 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	$1.47M	Buy	+2,468	New	+$1.54M	0.86%	38
2025 Q3	$1.5M	Buy	+2,446	New	+$1.44M	0.87%	29
2025 Q1	$1.25M	Buy	2,441 +9	+0.4%	+$4.87K	0.81%	36
2024 Q4	$1.31M	Buy	2,432 +14	+0.6%	+$7.58K	0.85%	32
2024 Q3	$1.28M	Buy	2,418 +9	+0.4%	+$4.58K	0.91%	34
2024 Q2	$1.2M	Hold	2,409	–	–	0.87%	32
2024 Q1	$1.16M	Sell	2,409 -136	-5%	-$62.2K	0.91%	33
2023 Q4	$1.11M	Buy	2,545 +21	+0.8%	+$8.6K	1.03%	31
2023 Q3	$991K	Sell	2,524 -230	-8%	-$94K	1%	33
2023 Q2	$1.12M	Sell	2,754 -288	-9%	-$111K	1.03%	31
2023 Q1	$1.14M	Sell	3,042 -26	-0.8%	-$9.54K	1.17%	28
2022 Q4	$1.08M	Sell	3,068 -127	-4%	-$44.9K	1.14%	29
2022 Q3	$1.05M	Sell	3,195 -85	-3%	-$31K	1.13%	28
2022 Q2	$1.14M	Sell	3,280 -209	-6%	-$78.7K	1.19%	26
2022 Q1	$1.45M	Sell	3,489 -136	-4%	-$55.7K	1.09%	28
2021 Q4	$1.58M	Buy	+3,625	New	+$1.53M	1.3%	25

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

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

Benchmark Investment Advisors opened a new position in Vanguard S&P 500 ETF (VOO) in Q1 2026: 2,468 shares worth $1.47M. The stake represents 0.86% of the portfolio and ranks #38 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in VOO as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in VOO in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.58M in Q4 2021. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Benchmark Investment Advisors held 2,468 shares of Vanguard S&P 500 ETF worth $1.47M as of Q1 2026.
Vanguard S&P 500 ETF was a new Benchmark Investment Advisors position in Q1 2026.
Vanguard S&P 500 ETF made up 0.86% of Benchmark Investment Advisors's portfolio in Q1 2026, its #38 holding.
Benchmark Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
Benchmark Investment Advisors's Vanguard S&P 500 ETF position peaked at $1.58M in Q4 2021.
3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.