DI
VOO icon

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

Disciplined 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
Q1 		– Sell
-334
Closed -$209K – 146
2025
Q4 		$209K Buy
334
+2
+0.6% +$1.24K 0.08% 119
2025
Q3 		$204K Buy
+332
New +$196K 0.08% 119
2024
Q3 		– Sell
-453
Closed -$226K – 124
2024
Q2 		$226K Buy
+453
New +$218K 0.12% 115
2023
Q3 		– Sell
-1
Closed -$326 – 1500
2023
Q2 		$326 Hold
1
– – ﹤0.01% 1371
2023
Q1 		$301 Hold
1
– – ﹤0.01% 1394
2022
Q4 		$281 Hold
1
– – ﹤0.01% 1357
2022
Q3 		$0 Hold
1
– – ﹤0.01% 1640
2022
Q2 		$0 Sell
1
-3
-75% -$1.13K ﹤0.01% 1648
2022
Q1 		$2K Buy
+4
New +$1.64K ﹤0.01% 808

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Disciplined Investments's VOO Position: Q1 2026 in Review

Disciplined Investments sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 334 shares — an estimated $209K sold.

Disciplined Investments first reported a position in VOO in Q1 2022 and held it in 9 quarters. The position peaked at $226K in Q2 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Disciplined Investments reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Disciplined Investments sold 334 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $209K.
  • Disciplined Investments first reported a position in Vanguard S&P 500 ETF in Q1 2022 and held it in 9 quarters.
  • Disciplined Investments's Vanguard S&P 500 ETF position peaked at $226K in Q2 2024.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.