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Eagle Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

Eagle Strategies’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 		$28.6M Buy
41,657
+7,055
+20% +$4.7M 2.84% 8
2026
Q1 		$20.7M Buy
34,602
+11,662
+51% +$7.29M 2.47% 6
2025
Q4 		$14.4M Buy
22,940
+1,366
+6% +$849K 1.84% 11
2025
Q3 		$13.2M Buy
21,574
+595
+3% +$351K 1.77% 12
2025
Q2 		$11.9M Buy
20,979
+239
+1% +$126K 1.82% 13
2025
Q1 		$10.7M Buy
20,740
+11,908
+135% +$6.44M 1.85% 13
2024
Q4 		$4.76M Buy
8,832
+138
+2% +$74.7K 0.82% 38
2024
Q3 		$4.59M Buy
8,694
+162
+2% +$82.3K 0.83% 36
2024
Q2 		$4.27M Sell
8,532
-75,203
-90% -$36.2M 0.82% 36
2024
Q1 		$40.3M Buy
83,735
+74,337
+791% +$34M 8.94% 1
2023
Q4 		$4.1M Buy
9,398
+98
+1% +$40.1K 0.88% 32
2023
Q3 		$3.65M Buy
9,300
+113
+1% +$46.2K 0.9% 27
2023
Q2 		$3.74M Sell
9,187
-599
-6% -$231K 0.91% 26
2023
Q1 		$3.68M Sell
9,786
-407
-4% -$149K 0.92% 26
2022
Q4 		$3.58M Sell
10,193
-300
-3% -$106K 1.07% 28
2022
Q3 		$3.44M Buy
10,493
+169
+2% +$61.7K 1.8% 16
2022
Q2 		$3.58M Sell
10,324
-2,168
-17% -$817K 1.31% 22
2022
Q1 		$5.19M Buy
12,492
+872
+8% +$357K 2.03% 11
2021
Q4 		$5.07M Buy
+11,620
New +$4.91M 1.98% 12

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Eagle Strategies's VOO Position: Q2 2026 in Review

Eagle Strategies increased its Vanguard S&P 500 ETF (VOO) stake by 20% in Q2 2026, buying an estimated $4.7M and bringing the position to 41,657 shares worth $28.6M. The position accounts for 2.84% of the portfolio, ranked #8.

Eagle Strategies first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $40.3M in Q1 2024. 2,183 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Eagle Strategies held 41,657 shares of Vanguard S&P 500 ETF worth $28.6M as of Q2 2026.
  • Eagle Strategies bought 7,055 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4.7M.
  • Vanguard S&P 500 ETF made up 2.84% of Eagle Strategies's portfolio in Q2 2026, its #8 holding.
  • Eagle Strategies first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • Eagle Strategies's Vanguard S&P 500 ETF position peaked at $40.3M in Q1 2024.
  • 2,183 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.