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

Choate 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 		$27.2M Buy
45,552
+566
+1% +$354K 0.53% 27
2025
Q4 		$28.2M Sell
44,986
-58,949
-57% -$36.6M 0.55% 28
2025
Q3 		$63.6M Buy
103,935
+3,122
+3% +$1.84M 1.32% 11
2025
Q2 		$57.3M Buy
100,813
+4,078
+4% +$2.14M 1.24% 11
2025
Q1 		$49.7M Buy
96,735
+639
+0.7% +$345K 1.24% 11
2024
Q4 		$51.8M Buy
96,096
+115
+0.1% +$62.3K 1.24% 12
2024
Q3 		$50.6M Buy
95,981
+66,952
+231% +$34M 1.29% 12
2024
Q2 		$14.5M Buy
29,029
+7,078
+32% +$3.41M 0.38% 38
2024
Q1 		$10.6M Buy
21,951
+16,863
+331% +$7.72M 0.28% 49
2023
Q4 		$2.22M Sell
5,088
-7,274
-59% -$2.98M 0.07% 120
2023
Q3 		$4.85M Buy
12,362
+7,458
+152% +$3.05M 0.19% 53
2023
Q2 		$2M Buy
4,904
+54
+1% +$20.8K 0.08% 95
2023
Q1 		$1.82M Sell
4,850
-248
-5% -$91K 0.09% 95
2022
Q4 		$1.79M Sell
5,098
-259
-5% -$91.5K 0.11% 84
2022
Q3 		$1.76M Sell
5,357
-113
-2% -$41.3K 0.12% 76
2022
Q2 		$1.9M Buy
5,470
+135
+3% +$50.9K 0.12% 75
2022
Q1 		$2.21M Buy
5,335
+2,162
+68% +$885K 0.12% 81
2021
Q4 		$1.39M Sell
3,173
-37
-1% -$15.6K 0.08% 110
2021
Q3 		$1.27M Sell
3,210
-215
-6% -$87.2K 0.08% 103
2021
Q2 		$1.35M Buy
3,425
+404
+13% +$155K 0.08% 103
2021
Q1 		$1.1M Buy
3,021
+19
+0.6% +$6.74K 0.07% 112
2020
Q4 		$1.03M Hold
3,002
– – 0.06% 107
2020
Q3 		$923K Buy
3,002
+190
+7% +$57.9K 0.06% 105
2020
Q2 		$797K Sell
2,812
-135
-5% -$36.3K 0.06% 118
2020
Q1 		$698K Buy
2,947
+54
+2% +$15.1K 0.06% 124
2019
Q4 		$856K Hold
2,893
– – 0.05% 121
2019
Q3 		$789K Hold
2,893
– – 0.05% 126
2019
Q2 		$779K Sell
2,893
-194
-6% -$51.3K 0.05% 128
2019
Q1 		$801K Sell
3,087
-656
-18% -$164K 0.05% 127
2018
Q4 		$860K Sell
3,743
-21,837
-85% -$5.41M 0.06% 113
2018
Q3 		$6.48M Buy
25,580
+9,011
+54% +$2.36M 0.36% 31
2018
Q2 		$4.13M Buy
16,569
+12,871
+348% +$3.2M 0.24% 49
2018
Q1 		$895K Sell
3,698
-240
-6% -$60.2K 0.05% 125
2017
Q4 		$966K Hold
3,938
– – 0.05% 128
2017
Q3 		$909K Sell
3,938
-355
-8% -$80.4K 0.05% 129
2017
Q2 		$953K Hold
4,293
– – 0.05% 121
2017
Q1 		$929K Sell
4,293
-20
-0.5% -$4.27K 0.05% 122
2016
Q4 		$886K Sell
4,313
-2,648
-38% -$531K 0.06% 116
2016
Q3 		$1.38M Sell
6,961
-240
-3% -$47.6K 0.09% 97
2016
Q2 		$1.38M Buy
7,201
+167
+2% +$31.8K 0.1% 92
2016
Q1 		$1.33M Hold
7,034
– – 0.09% 94
2015
Q4 		$1.33M Hold
7,034
– – 0.1% 103
2015
Q3 		$1.24M Hold
7,034
– – 0.08% 95
2015
Q2 		$1.33M Hold
7,034
– – 0.08% 94
2015
Q1 		$1.33M Hold
7,034
– – 0.08% 101
2014
Q4 		$1.33M Hold
7,034
– – 0.08% 102
2014
Q3 		$1.27M Sell
7,034
-3,774
-35% -$684K 0.08% 103
2014
Q2 		$1.94M Sell
10,808
-1,625
-13% -$283K 0.11% 85
2014
Q1 		$2.07M Buy
12,433
+7,639
+159% +$1.28M 0.13% 81
2013
Q4 		$811K Hold
4,794
– – 0.05% 132
2013
Q3 		$738K Buy
4,794
+40
+0.8% +$6.14K 0.05% 138
2013
Q2 		$697K Buy
+4,754
New +$701K 0.06% 140

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Choate Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q1 2026, buying an estimated $354K and bringing the position to 45,552 shares worth $27.2M. The position accounts for 0.53% of the portfolio, ranked #27.

Choate Investment Advisors first reported a position in VOO in Q2 2013 and has held it in 52 quarters since. The position peaked at $63.6M in Q3 2025. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Choate Investment Advisors held 45,552 shares of Vanguard S&P 500 ETF worth $27.2M as of Q1 2026.
  • Choate Investment Advisors bought 566 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $354K.
  • Vanguard S&P 500 ETF made up 0.53% of Choate Investment Advisors's portfolio in Q1 2026, its #27 holding.
  • Choate Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
  • Choate Investment Advisors's Vanguard S&P 500 ETF position peaked at $63.6M in Q3 2025.
  • 3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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