Diversified Portfolios Inc’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.4M | Sell |
4,018
-99
| -2% | -$61.9K | 0.2% | 66 |
|
|
2025
Q4 | $2.58M | Buy |
4,117
+609
| +17% | +$378K | 0.21% | 61 |
|
|
2025
Q3 | $2.15M | Sell |
3,508
-30
| -0.8% | -$17.7K | 0.19% | 64 |
|
|
2025
Q2 | $2.01M | Buy |
3,538
+264
| +8% | +$139K | 0.19% | 66 |
|
|
2025
Q1 | $1.68M | Buy |
3,274
+251
| +8% | +$136K | 0.18% | 65 |
|
|
2024
Q4 | $1.63M | Buy |
3,023
+797
| +36% | +$432K | 0.18% | 64 |
|
|
2024
Q3 | $1.17M | Sell |
2,226
-11
| -0.5% | -$5.59K | 0.13% | 74 |
|
|
2024
Q2 | $1.12M | Buy |
2,237
+95
| +4% | +$45.7K | 0.15% | 74 |
|
|
2024
Q1 | $1.03M | Sell |
2,142
-40
| -2% | -$18.3K | 0.14% | 68 |
|
|
2023
Q4 | $953K | Buy |
2,182
+1
| +0% | +$409 | 0.15% | 68 |
|
|
2023
Q3 | $857K | Buy |
2,181
+710
| +48% | +$290K | 0.16% | 65 |
|
|
2023
Q2 | $599K | Sell |
1,471
-143
| -9% | -$55.2K | 0.12% | 77 |
|
|
2023
Q1 | $607K | Sell |
1,614
-87
| -5% | -$31.9K | 0.14% | 78 |
|
|
2022
Q4 | $598K | Buy |
1,701
+56
| +3% | +$19.8K | 0.14% | 80 |
|
|
2022
Q3 | $540K | Buy |
1,645
+10
| +0.6% | +$3.65K | 0.15% | 74 |
|
|
2022
Q2 | $567K | Hold |
1,635
| – | – | 0.16% | 67 |
|
|
2022
Q1 | $679K | Buy |
1,635
+21
| +1% | +$8.6K | 0.16% | 74 |
|
|
2021
Q4 | $705K | Buy |
1,614
+31
| +2% | +$13.1K | 0.17% | 67 |
|
|
2021
Q3 | $624K | Buy |
1,583
+23
| +1% | +$9.33K | 0.17% | 65 |
|
|
2021
Q2 | $614K | Sell |
1,560
-102
| -6% | -$39.2K | 0.23% | 55 |
|
|
2021
Q1 | $605K | Hold |
1,662
| – | – | 0.2% | 52 |
|
|
2020
Q4 | $571K | Buy |
1,662
+312
| +23% | +$102K | 0.2% | 47 |
|
|
2020
Q3 | $415K | Sell |
1,350
-35
| -3% | -$10.7K | 0.18% | 41 |
|
|
2020
Q2 | $393K | Buy |
1,385
+354
| +34% | +$95.3K | 0.19% | 41 |
|
|
2020
Q1 | $244K | Buy |
1,031
+104
| +11% | +$29.1K | 0.14% | 47 |
|
|
2019
Q4 | $274K | Hold |
927
| – | – | 0.13% | 49 |
|
|
2019
Q3 | $253K | Hold |
927
| – | – | 0.13% | 49 |
|
|
2019
Q2 | $250K | Hold |
927
| – | – | 0.14% | 45 |
|
|
2019
Q1 | $241K | Buy |
+927
| New | +$232K | 0.13% | 49 |
|
|
2018
Q4 | – | Sell |
-870
| Closed | -$232K | – | 50 |
|
|
2018
Q3 | $232K | Buy |
+870
| New | +$228K | 0.13% | 46 |
|
|
2017
Q4 | – | Sell |
-1,293
| Closed | -$298K | – | 56 |
|
|
2017
Q3 | $298K | Buy |
+1,293
| New | +$293K | 0.17% | 41 |
|
Other funds holding VOO
VGA
AA
Diversified Portfolios Inc's VOO Position: Q1 2026 in Review
Diversified Portfolios Inc reduced its Vanguard S&P 500 ETF (VOO) stake by 2.4% in Q1 2026, selling an estimated $61.9K and leaving 4,018 shares worth $2.4M. The position accounts for 0.2% of the portfolio, ranked #66.
Diversified Portfolios Inc first reported a position in VOO in Q3 2017 and has held it in 31 quarters since. The position peaked at $2.58M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- Diversified Portfolios Inc held 4,018 shares of Vanguard S&P 500 ETF worth $2.4M as of Q1 2026.
- Diversified Portfolios Inc sold 99 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $61.9K.
- Vanguard S&P 500 ETF made up 0.2% of Diversified Portfolios Inc's portfolio in Q1 2026, its #66 holding.
- Diversified Portfolios Inc first reported a position in Vanguard S&P 500 ETF in Q3 2017 and has held it in 31 quarters since.
- Diversified Portfolios Inc's Vanguard S&P 500 ETF position peaked at $2.58M in Q4 2025.
- 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.