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

Disciplined Investors’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 		$4.97M Buy
7,243
+1,026
+17% +$684K 2.49% 8
2026
Q1 		$3.71M Buy
6,217
+251
+4% +$157K 2.21% 8
2025
Q4 		$3.74M Sell
5,966
-45
-0.7% -$28K 2.45% 9
2025
Q3 		$3.68M Buy
6,011
+577
+11% +$340K 2.62% 9
2025
Q2 		$3.09M Buy
5,434
+50
+0.9% +$26.3K 2.4% 9
2025
Q1 		$2.77M Buy
5,384
+83
+2% +$44.9K 2.5% 10
2024
Q4 		$2.83M Buy
+5,301
New +$2.87M 2.73% 9

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Disciplined Investors's VOO Position: Q2 2026 in Review

Disciplined Investors increased its Vanguard S&P 500 ETF (VOO) stake by 17% in Q2 2026, buying an estimated $684K and bringing the position to 7,243 shares worth $4.97M. The position accounts for 2.49% of the portfolio, ranked #8.

Disciplined Investors first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Disciplined Investors held 7,243 shares of Vanguard S&P 500 ETF worth $4.97M as of Q2 2026.
  • Disciplined Investors bought 1,026 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $684K.
  • Vanguard S&P 500 ETF made up 2.49% of Disciplined Investors's portfolio in Q2 2026, its #8 holding.
  • Disciplined Investors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.