Delta Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Delta Investment Management’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	$1M	Buy	1,457 +197	+16%	+$131K	0.16%	109
2026 Q1	$753K	Buy	1,260 +859	+214%	+$537K	0.13%	112
2025 Q4	$251K	Buy	401 +70	+21%	+$43.5K	0.04%	235
2025 Q3	$203K	Buy	+331	New	+$195K	0.04%	264
2025 Q2	–	Sell	-515	Closed	-$265K	–	260
2025 Q1	$265K	Buy	515 +13	+3%	+$7.03K	0.05%	201
2024 Q4	$270K	Buy	+502	New	+$272K	0.05%	207

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 22.9% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Delta Investment Management's VOO Position: Q2 2026 in Review

Delta Investment Management increased its Vanguard S&P 500 ETF (VOO) stake by 16% in Q2 2026, buying an estimated $131K and bringing the position to 1,457 shares worth $1M. The position accounts for 0.16% of the portfolio, ranked #109.

Delta Investment Management first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. 4,016 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Delta Investment Management held 1,457 shares of Vanguard S&P 500 ETF worth $1M as of Q2 2026.
Delta Investment Management bought 197 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $131K.
Vanguard S&P 500 ETF made up 0.16% of Delta Investment Management's portfolio in Q2 2026, its #109 holding.
Delta Investment Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
4,016 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.