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Drake & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Drake & Associates’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 		$494K Sell
719
-204
-22% -$136K 0.08% 76
2026
Q1 		$552K Buy
923
+154
+20% +$96.3K 0.11% 69
2025
Q4 		$482K Buy
769
+121
+19% +$75.2K 0.1% 78
2025
Q3 		$404K Sell
648
-211
-25% -$124K 0.08% 84
2025
Q2 		$488K Buy
859
+84
+11% +$44.1K 0.12% 74
2025
Q1 		$398K Buy
775
+292
+60% +$158K 0.11% 73
2024
Q4 		$267K Sell
483
-40
-8% -$21.7K 0.08% 83
2024
Q3 		$276K Buy
+523
New +$266K 0.09% 78
2024
Q1 		– Sell
-1,078
Closed -$471K – 85
2023
Q4 		$471K Hold
1,078
– – 0.19% 40
2023
Q3 		$423K Sell
1,078
-136
-11% -$55.6K 0.19% 49
2023
Q2 		$494K Buy
1,214
+6
+0.5% +$2.31K 0.22% 34
2023
Q1 		$454K Sell
1,208
-112
-8% -$41.1K 0.22% 33
2022
Q4 		$464K Hold
1,320
– – 0.25% 31
2022
Q3 		$433K Buy
1,320
+44
+3% +$16.1K 0.25% 25
2022
Q2 		$443K Buy
+1,276
New +$481K 0.25% 23

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

Drake & Associates's VOO Position: Q2 2026 in Review

Drake & Associates reduced its Vanguard S&P 500 ETF (VOO) stake by 22% in Q2 2026, selling an estimated $136K and leaving 719 shares worth $494K. The position accounts for 0.08% of the portfolio, ranked #76.

Drake & Associates first reported a position in VOO in Q2 2022 and has held it in 15 quarters since. The position peaked at $552K in Q1 2026. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Drake & Associates held 719 shares of Vanguard S&P 500 ETF worth $494K as of Q2 2026.
  • Drake & Associates sold 204 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $136K.
  • Vanguard S&P 500 ETF made up 0.08% of Drake & Associates's portfolio in Q2 2026, its #76 holding.
  • Drake & Associates first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 15 quarters since.
  • Drake & Associates's Vanguard S&P 500 ETF position peaked at $552K in Q1 2026.
  • 3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Drake & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.