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

Caerus 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 		$19.3M Sell
28,035
-547
-2% -$365K 6.41% 1
2026
Q1 		$17.1M Buy
28,582
+26
+0.1% +$16.3K 7.11% 1
2025
Q4 		$17.9M Sell
28,556
-3,002
-10% -$1.87M 5.8% 1
2025
Q3 		$19.3M Buy
31,558
+2,808
+10% +$1.66M 7.9% 1
2025
Q2 		$16.3M Buy
28,750
+14
+0% +$7.36K 15.57% 1
2025
Q1 		$14.8M Buy
28,736
+599
+2% +$324K 14.24% 1
2024
Q4 		$15.2M Sell
28,137
-1,345
-5% -$729K 14.25% 1
2024
Q3 		$15.6M Hold
29,482
– – 14.75% 1
2024
Q2 		$14.7M Sell
29,482
-738
-2% -$355K 14.42% 1
2024
Q1 		$14.5M Sell
30,220
-7,624
-20% -$3.49M 14.01% 1
2023
Q4 		$16.5M Buy
37,844
+436
+1% +$178K 15.82% 1
2023
Q3 		$14.7M Buy
37,408
+603
+2% +$247K 15.12% 2
2023
Q2 		$15M Buy
36,805
+2,427
+7% +$936K 16.96% 1
2023
Q1 		$12.9M Sell
34,378
-229
-0.7% -$84K 14.89% 1
2022
Q4 		$12.2M Sell
34,607
-2,376
-6% -$839K 18.39% 1
2022
Q3 		$12.1M Buy
36,983
+7,160
+24% +$2.62M 15.3% 1
2022
Q2 		$10.3M Buy
29,823
+6,835
+30% +$2.57M 12.54% 1
2022
Q1 		$8.41M Buy
22,988
+1,497
+7% +$613K 10.19% 1
2021
Q4 		$9.38M Buy
+21,491
New +$9.07M 10.16% 3

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Caerus Investment Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1.9% in Q2 2026, selling an estimated $365K and leaving 28,035 shares worth $19.3M. The position accounts for 6.41% of the portfolio, ranked #1.

Caerus Investment Advisors first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.3M in Q3 2025. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Caerus Investment Advisors held 28,035 shares of Vanguard S&P 500 ETF worth $19.3M as of Q2 2026.
  • Caerus Investment Advisors sold 547 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $365K.
  • Vanguard S&P 500 ETF made up 6.41% of Caerus Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • Caerus Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • Caerus Investment Advisors's Vanguard S&P 500 ETF position peaked at $19.3M in Q3 2025.
  • 4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.