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Constellation Investments’s Vanguard S&P 500 ETF VOO Stock Holding History

Constellation Investments’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 		$643M Sell
936,173
-20,627
-2% -$13.8M 20.19% 2
2026
Q1 		$572M Buy
956,800
+61,800
+7% +$38.6M 18.98% 3
2025
Q4 		$561M Buy
895,000
+366,000
+69% +$227M 17.32% 3
2025
Q3 		$324M Hold
529,000
– – 15.14% 3
2025
Q2 		$300M Hold
529,000
– – 13.9% 3
2025
Q1 		$272M Buy
529,000
+85,000
+19% +$45.9M 12.91% 3
2024
Q4 		$239M Buy
+444,000
New +$240M 10.89% 3

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Constellation Investments's VOO Position: Q2 2026 in Review

Constellation Investments reduced its Vanguard S&P 500 ETF (VOO) stake by 2.2% in Q2 2026, selling an estimated $13.8M and leaving 936,173 shares worth $643M. The position accounts for 20.19% of the portfolio, ranked #2.

Constellation Investments first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Constellation Investments held 936,173 shares of Vanguard S&P 500 ETF worth $643M as of Q2 2026.
  • Constellation Investments sold 20,627 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $13.8M.
  • Vanguard S&P 500 ETF made up 20.19% of Constellation Investments's portfolio in Q2 2026, its #2 holding.
  • Constellation Investments first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Constellation Investments's 13F filing for Q2 2026, filed 17 Jul 2026.