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 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

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

CBIZ Investment Advisory Services's VOO Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Vanguard S&P 500 ETF (VOO) stake by 26% in Q1 2026, selling an estimated $88.2K and leaving 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 18 quarters since. The position peaked at $563M in Q1 2022. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

CBIZ Investment Advisory Services held 405 shares of Vanguard S&P 500 ETF worth $242K as of Q1 2026.
CBIZ Investment Advisory Services sold 141 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $88.2K.
Vanguard S&P 500 ETF made up 0.01% of CBIZ Investment Advisory Services's portfolio in Q1 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 18 quarters since.
CBIZ Investment Advisory Services's Vanguard S&P 500 ETF position peaked at $563M in Q1 2022.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.