EA
VOO icon

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

Efficient 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 		$97M Sell
162,324
-16,952
-9% -$10.6M 6.89% 4
2025
Q4 		$112M Sell
179,276
-4,080
-2% -$2.54M 6.56% 3
2025
Q3 		$112M Buy
183,356
+2,250
+1% +$1.33M 6.33% 3
2025
Q2 		$103M Buy
181,106
+7,477
+4% +$3.93M 6.13% 4
2025
Q1 		$89.2M Sell
173,629
-2,247
-1% -$1.21M 5.81% 6
2024
Q4 		$94.8M Sell
175,876
-5,479
-3% -$2.97M 6.1% 5
2024
Q3 		$95.7M Sell
181,355
-5,856
-3% -$2.98M 6% 6
2024
Q2 		$93.6M Sell
187,211
-305
-0.2% -$147K 6.07% 5
2024
Q1 		$90.1M Sell
187,516
-1,491
-0.8% -$682K 5.78% 6
2023
Q4 		$82.6M Sell
189,007
-22,247
-11% -$9.11M 5.57% 7
2023
Q3 		$83M Sell
211,254
-3,843
-2% -$1.57M 5.61% 7
2023
Q2 		$87.6M Buy
215,097
+495
+0.2% +$191K 5.72% 7
2023
Q1 		$80.7M Buy
214,602
+10,403
+5% +$3.82M 5.62% 6
2022
Q4 		$71.7M Buy
204,199
+12,251
+6% +$4.33M 7.29% 5
2022
Q3 		$63M Buy
191,948
+194
+0.1% +$70.9K 5.49% 9
2022
Q2 		$66.5M Buy
191,754
+14,622
+8% +$5.51M 5.55% 9
2022
Q1 		$73.5M Sell
177,132
-226
-0.1% -$92.5K 5.61% 8
2021
Q4 		$77.4M Buy
177,358
+63,720
+56% +$26.9M 5.49% 9
2021
Q3 		$44.8M Buy
113,638
+54,436
+92% +$22.1M 4.28% 9
2021
Q2 		$23.3M Buy
59,202
+10,483
+22% +$4.02M 2.89% 13
2021
Q1 		$17.7M Buy
48,719
+23,940
+97% +$8.49M 2.43% 15
2020
Q4 		$8.52M Buy
+24,779
New +$8.08M 1.3% 20

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Efficient Advisors's VOO Position: Q1 2026 in Review

Efficient Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 9.5% in Q1 2026, selling an estimated $10.6M and leaving 162,324 shares worth $97M. The position accounts for 6.89% of the portfolio, ranked #4.

Efficient Advisors first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $112M in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Efficient Advisors held 162,324 shares of Vanguard S&P 500 ETF worth $97M as of Q1 2026.
  • Efficient Advisors sold 16,952 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $10.6M.
  • Vanguard S&P 500 ETF made up 6.89% of Efficient Advisors's portfolio in Q1 2026, its #4 holding.
  • Efficient Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • Efficient Advisors's Vanguard S&P 500 ETF position peaked at $112M in Q4 2025.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Efficient Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.