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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

D.J. St. Germain's VOO Position: Q1 2026 in Review

D.J. St. Germain increased its Vanguard S&P 500 ETF (VOO) stake by 17% in Q1 2026, buying an estimated $124K and bringing the position to 1,368 shares worth $817K. The position accounts for 0.03% of the portfolio, ranked #183.

D.J. St. Germain first reported a position in VOO in Q2 2023 and has held it in 12 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

D.J. St. Germain held 1,368 shares of Vanguard S&P 500 ETF worth $817K as of Q1 2026.
D.J. St. Germain bought 198 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $124K.
Vanguard S&P 500 ETF made up 0.03% of D.J. St. Germain's portfolio in Q1 2026, its #183 holding.
D.J. St. Germain first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on D.J. St. Germain's 13F filing for Q1 2026, filed 13 Apr 2026.