Clear Investment Research’s Vanguard S&P 500 ETF VOO Stock Holding History

Clear Investment Research’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	–	Sell	-49	Closed	-$29.3K	–	224
2026 Q1	$29.3K	Buy	+49	New	+$30.6K	0.05%	134
2025 Q4	–	Sell	-45	Closed	-$27.6K	–	234
2025 Q3	$27.6K	Buy	+45	New	+$26.5K	0.04%	148
2022 Q4	–	Sell	-7	Closed	-$2K	–	185
2022 Q3	$2K	Buy	+7	New	+$2.56K	﹤0.01%	144
2021 Q3	–	Sell	-1	Closed	–	–	148
2021 Q2	$0	Buy	+1	New	+$384	﹤0.01%	147
2019 Q1	–	Sell	-62	Closed	-$17K	–	378
2018 Q4	$17K	Hold	62	–	–	0.03%	71
2018 Q3	$17K	Buy	+62	New	+$16.2K	0.02%	71

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

Clear Investment Research's VOO Position: Q2 2026 in Review

Clear Investment Research sold out of Vanguard S&P 500 ETF (VOO) in Q2 2026, closing a stake of 49 shares — an estimated $29.3K sold.

Clear Investment Research first reported a position in VOO in Q3 2018 and held it in 6 quarters. The position peaked at $29.3K in Q1 2026. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Clear Investment Research reported no remaining Vanguard S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 49 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $29.3K.
Clear Investment Research first reported a position in Vanguard S&P 500 ETF in Q3 2018 and held it in 6 quarters.
Clear Investment Research's Vanguard S&P 500 ETF position peaked at $29.3K in Q1 2026.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.