Custom Index Systems’s Vanguard S&P 500 ETF VOO Stock Holding History

Custom Index Systems’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	$4.12K	Buy	+6	New	+$4K	﹤0.01%	509
2025 Q4	–	Sell	-508	Closed	-$311K	–	289
2025 Q3	$311K	Buy	+508	New	+$299K	0.09%	214
2025 Q2	–	Sell	-4,659	Closed	-$2.39M	–	295
2025 Q1	$2.39M	Buy	4,659 +883	+23%	+$477K	1.21%	14
2024 Q4	$2.03M	Buy	3,776 +1,182	+46%	+$640K	1.09%	18
2024 Q3	$1.37M	Buy	+2,594	New	+$1.32M	0.74%	26

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

Custom Index Systems's VOO Position: Q2 2026 in Review

Custom Index Systems opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 6 shares worth $4.12K. The stake represents ﹤0.01% of the portfolio and ranks #509 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in VOO as recently as Q3 2025.

Custom Index Systems first reported a position in VOO in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.39M in Q1 2025. 3,993 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Custom Index Systems held 6 shares of Vanguard S&P 500 ETF worth $4.12K as of Q2 2026.
Vanguard S&P 500 ETF was a new Custom Index Systems position in Q2 2026.
Vanguard S&P 500 ETF made up ﹤0.01% of Custom Index Systems's portfolio in Q2 2026, its #509 holding.
Custom Index Systems first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 5 quarters since.
Custom Index Systems's Vanguard S&P 500 ETF position peaked at $2.39M in Q1 2025.
3,993 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.