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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Edgemoor Investment Advisors's VOO Position: Q1 2026 in Review

Edgemoor Investment Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.31% in Q1 2026, selling an estimated $6.25K and leaving 3,219 shares worth $1.92M. The position accounts for 0.15% of the portfolio, ranked #83.

Edgemoor Investment Advisors first reported a position in VOO in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.03M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Edgemoor Investment Advisors held 3,219 shares of Vanguard S&P 500 ETF worth $1.92M as of Q1 2026.
Edgemoor Investment Advisors sold 10 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $6.25K.
Vanguard S&P 500 ETF made up 0.15% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #83 holding.
Edgemoor Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 15 quarters since.
Edgemoor Investment Advisors's Vanguard S&P 500 ETF position peaked at $2.03M in Q4 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.