CBIZ Investment Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

CBIZ Investment Advisory Services’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	$242K	Hold	405	–	–	0.01%	45
2026 Q1	$242K	Sell	405 -141	-26%	-$88.2K	0.01%	45
2025 Q4	$342K	Hold	546	–	–	0.01%	42
2025 Q3	$335K	Sell	546 -574	-51%	-$338K	0.01%	40
2025 Q2	$638K	Sell	1,120 -171	-13%	-$89.9K	0.03%	28
2025 Q1	$663K	Hold	1,291	–	–	0.03%	28
2024 Q4	$696K	Hold	1,291	–	–	0.03%	25
2024 Q3	$683K	Sell	1,291 -151	-10%	-$76.8K	0.04%	24
2024 Q2	$724K	Buy	1,442 +141	+11%	+$67.8K	0.04%	24
2024 Q1	$625K	Hold	1,301	–	–	0.04%	26
2023 Q4	$568K	Hold	1,301	–	–	0.04%	26
2023 Q3	$513K	Hold	1,301	–	–	0.05%	20
2023 Q2	$532K	Hold	1,301	–	–	0.05%	21
2023 Q1	$489K	Sell	1,301 -574	-31%	-$211K	0.04%	22
2022 Q4	$659K	Hold	1,875	–	–	0.26%	22
2022 Q3	$618K	Buy	1,875 +573	+44%	+$209K	0.62%	20
2022 Q2	$454K	Sell	1,302 -2,786,012	-100%	-$1.05B	0.04%	26
2022 Q1	$563M	Buy	2,787,314 +2,785,930	+201,296%	+$1.14B	45.71%	1
2021 Q4	$604K	Buy	+1,384	New	+$584K	0.05%	27
2021 Q3	–	Hold	0	–	–	–	27
2021 Q2	–	Hold	0	–	–	–	28
2021 Q1	–	Hold	0	–	–	–	26
2020 Q4	–	Hold	0	–	–	–	20
2020 Q3	–	Hold	0	–	–	–	21
2020 Q2	–	Hold	0	–	–	–	22
2020 Q1	–	Hold	0	–	–	–	28
2019 Q4	–	Hold	0	–	–	–	29

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

CBIZ Investment Advisory Services's VOO Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 405 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #45.

CBIZ Investment Advisory Services first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $563M in Q1 2022. 4,005 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

CBIZ Investment Advisory Services held 405 shares of Vanguard S&P 500 ETF worth $242K as of Q2 2026.
CBIZ Investment Advisory Services left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #45 holding.
CBIZ Investment Advisory Services first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
CBIZ Investment Advisory Services's Vanguard S&P 500 ETF position peaked at $563M in Q1 2022.
4,005 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.