Benson Investment Management Company’s Vanguard S&P 500 ETF VOO Stock Holding History

Benson Investment Management Company’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	$372K	Buy	542 +21	+4%	+$14K	1.98%	9
2026 Q1	$311K	Buy	521 +19	+4%	+$11.9K	2.76%	7
2025 Q4	$315K	Buy	502 +74	+17%	+$46K	0.11%	49
2025 Q3	$262K	Buy	428 +20	+5%	+$11.8K	0.09%	53
2025 Q2	$232K	Buy	+408	New	+$214K	0.09%	52

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Benson Investment Management Company's VOO Position: Q2 2026 in Review

Benson Investment Management Company increased its Vanguard S&P 500 ETF (VOO) stake by 4% in Q2 2026, buying an estimated $14K and bringing the position to 542 shares worth $372K. The position accounts for 1.98% of the portfolio, ranked #9.

Benson Investment Management Company first reported a position in VOO in Q2 2025 and has held it in 5 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Benson Investment Management Company held 542 shares of Vanguard S&P 500 ETF worth $372K as of Q2 2026.
Benson Investment Management Company bought 21 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $14K.
Vanguard S&P 500 ETF made up 1.98% of Benson Investment Management Company's portfolio in Q2 2026, its #9 holding.
Benson Investment Management Company first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Benson Investment Management Company's 13F filing for Q2 2026, filed 14 Jul 2026.