D.J. St. Germain’s Vanguard S&P 500 ETF VOO Stock Holding History

D.J. St. Germain’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	$817K	Sell	1,189 -179	-13%	-$119K	0.03%	189
2026 Q1	$817K	Buy	1,368 +198	+17%	+$124K	0.03%	183
2025 Q4	$734K	Buy	1,170 +229	+24%	+$142K	0.03%	195
2025 Q3	$576K	Buy	941 +121	+15%	+$71.3K	0.02%	203
2025 Q2	$466K	Buy	820 +316	+63%	+$166K	0.02%	219
2025 Q1	$259K	Hold	504	–	–	0.01%	255
2024 Q4	$272K	Hold	504	–	–	0.01%	265
2024 Q3	$266K	Buy	504 +155	+44%	+$78.8K	0.01%	247
2024 Q2	$175K	Hold	349	–	–	0.01%	273
2024 Q1	$168K	Sell	349 -20	-5%	-$9.15K	0.01%	277
2023 Q4	$161K	Buy	369 +20	+6%	+$8.19K	0.01%	281
2023 Q3	$137K	Hold	349	–	–	0.01%	269
2023 Q2	$142K	Buy	+349	New	+$135K	0.01%	266

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

D.J. St. Germain's VOO Position: Q2 2026 in Review

D.J. St. Germain reduced its Vanguard S&P 500 ETF (VOO) stake by 13% in Q2 2026, selling an estimated $119K and leaving 1,189 shares worth $817K. The position accounts for 0.03% of the portfolio, ranked #189.

D.J. St. Germain first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. The position peaked at $817K in Q1 2026. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

D.J. St. Germain held 1,189 shares of Vanguard S&P 500 ETF worth $817K as of Q2 2026.
D.J. St. Germain sold 179 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $119K.
Vanguard S&P 500 ETF made up 0.03% of D.J. St. Germain's portfolio in Q2 2026, its #189 holding.
D.J. St. Germain first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
D.J. St. Germain's Vanguard S&P 500 ETF position peaked at $817K in Q1 2026.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.