Eight 31 Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Eight 31 Financial’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	$15.5M	Buy	22,559 +593	+3%	+$395K	9.21%	1
2026 Q1	$13.1M	Buy	21,966 +322	+1%	+$201K	7.93%	1
2025 Q4	$13.6M	Buy	21,644 +124	+0.6%	+$77.1K	7.44%	2
2025 Q3	$13.2M	Buy	21,520 +1,383	+7%	+$815K	7.43%	2
2025 Q2	$11.4M	Sell	20,137 -505	-2%	-$265K	7.55%	2
2025 Q1	$10.6M	Sell	20,642 -2,222	-10%	-$1.2M	6.79%	3
2024 Q4	$12.3M	Sell	22,864 -14	-0.1%	-$7.58K	9.25%	3
2024 Q3	$12.1M	Sell	22,878 -599	-3%	-$304K	9.29%	2
2024 Q2	$11.7M	Sell	23,477 -26,707	-53%	-$12.9M	8.95%	3
2024 Q1	$24.1M	Sell	50,184 -9,419	-16%	-$4.31M	14.97%	2
2023 Q4	$26M	Buy	+59,603	New	+$24.4M	15.94%	2

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 22.96% 1-Year Est. Return

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

Eight 31 Financial's VOO Position: Q2 2026 in Review

Eight 31 Financial increased its Vanguard S&P 500 ETF (VOO) stake by 2.7% in Q2 2026, buying an estimated $395K and bringing the position to 22,559 shares worth $15.5M. The position accounts for 9.21% of the portfolio, ranked #1.

Eight 31 Financial first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $26M in Q4 2023. 4,012 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Eight 31 Financial held 22,559 shares of Vanguard S&P 500 ETF worth $15.5M as of Q2 2026.
Eight 31 Financial bought 593 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $395K.
Vanguard S&P 500 ETF made up 9.21% of Eight 31 Financial's portfolio in Q2 2026, its #1 holding.
Eight 31 Financial first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Eight 31 Financial's Vanguard S&P 500 ETF position peaked at $26M in Q4 2023.
4,012 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Eight 31 Financial's 13F filing for Q2 2026, filed 13 Aug 2026.