Edgemoor Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Edgemoor Investment Advisors’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	$2.23M	Buy	3,251 +32	+1%	+$21.3K	0.15%	81
2026 Q1	$1.92M	Sell	3,219 -10	-0.3%	-$6.25K	0.15%	83
2025 Q4	$2.03M	Sell	3,229 -14	-0.4%	-$8.7K	0.16%	77
2025 Q3	$1.99M	Buy	3,243 +1,165	+56%	+$687K	0.15%	79
2025 Q2	$1.18M	Hold	2,078	–	–	0.1%	89
2025 Q1	$1.07M	Sell	2,078 -64	-3%	-$34.6K	0.1%	91
2024 Q4	$1.15M	Buy	2,142 +10	+0.5%	+$5.42K	0.1%	92
2024 Q3	$1.13M	Buy	2,132 +103	+5%	+$52.4K	0.1%	92
2024 Q2	$1.01M	Hold	2,029	–	–	0.09%	90
2024 Q1	$975K	Hold	2,029	–	–	0.09%	88
2023 Q4	$886K	Hold	2,029	–	–	0.09%	90
2023 Q3	$797K	Hold	2,029	–	–	0.09%	92
2023 Q2	$826K	Hold	2,029	–	–	0.09%	92
2023 Q1	$763K	Sell	2,029 -14	-0.7%	-$5.13K	0.09%	92
2022 Q4	$718K	Sell	2,043 -61	-3%	-$21.5K	0.09%	99
2022 Q3	$691K	Buy	+2,104	New	+$768K	0.09%	91

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Edgemoor Investment Advisors's VOO Position: Q2 2026 in Review

Edgemoor Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.99% in Q2 2026, buying an estimated $21.3K and bringing the position to 3,251 shares worth $2.23M. The position accounts for 0.15% of the portfolio, ranked #81.

Edgemoor Investment Advisors first reported a position in VOO in Q3 2022 and has held it in 16 quarters since. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Edgemoor Investment Advisors held 3,251 shares of Vanguard S&P 500 ETF worth $2.23M as of Q2 2026.
Edgemoor Investment Advisors bought 32 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $21.3K.
Vanguard S&P 500 ETF made up 0.15% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #81 holding.
Edgemoor Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.