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

Conrad Siegel 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 		$116M Buy
168,550
+64
+0% +$42.7K 18.83% 2
2026
Q1 		$101M Buy
168,486
+5,635
+3% +$3.52M 18.17% 2
2025
Q4 		$102M Buy
162,851
+1,260
+0.8% +$783K 19.37% 2
2025
Q3 		$99M Sell
161,591
-138
-0.1% -$81.3K 20.77% 2
2025
Q2 		$91.9M Buy
161,729
+1,341
+0.8% +$705K 20.61% 2
2025
Q1 		$82.4M Sell
160,388
-318
-0.2% -$172K 21.15% 2
2024
Q4 		$86.6M Buy
160,706
+1,449
+0.9% +$785K 23.33% 2
2024
Q3 		$84M Buy
159,257
+1,745
+1% +$887K 22.69% 2
2024
Q2 		$78.8M Buy
157,512
+2,386
+2% +$1.15M 22.89% 2
2024
Q1 		$74.6M Buy
155,126
+320
+0.2% +$146K 21.81% 2
2023
Q4 		$67.6M Sell
154,806
-2,449
-2% -$1M 30.74% 1
2023
Q3 		$61.8M Buy
157,255
+97,700
+164% +$39.9M 31.88% 1
2023
Q2 		$24.3M Buy
59,555
+5,343
+10% +$2.06M 18.81% 3
2023
Q1 		$20.4M Buy
54,212
+3,839
+8% +$1.41M 18.07% 3
2022
Q4 		$17.7M Buy
50,373
+2,999
+6% +$1.06M 17.68% 3
2022
Q3 		$15.6M Buy
47,374
+3,417
+8% +$1.25M 17.54% 3
2022
Q2 		$15.2M Buy
43,957
+170
+0.4% +$64K 16.57% 3
2022
Q1 		$18.2M Sell
43,787
-3,948
-8% -$1.62M 16.49% 3
2021
Q4 		$19M Buy
+47,735
New +$20.2M 16.51% 3

Other funds holding VOO

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Conrad Siegel Investment Advisors's VOO Position: Q2 2026 in Review

Conrad Siegel Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.04% in Q2 2026, buying an estimated $42.7K and bringing the position to 168,550 shares worth $116M. The position accounts for 18.83% of the portfolio, ranked #2.

Conrad Siegel Investment Advisors first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 1,887 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Conrad Siegel Investment Advisors held 168,550 shares of Vanguard S&P 500 ETF worth $116M as of Q2 2026.
  • Conrad Siegel Investment Advisors bought 64 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $42.7K.
  • Vanguard S&P 500 ETF made up 18.83% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • Conrad Siegel Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,887 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.