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 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

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

Eight 31 Financial's VOO Position: Q1 2026 in Review

Eight 31 Financial increased its Vanguard S&P 500 ETF (VOO) stake by 1.5% in Q1 2026, buying an estimated $201K and bringing the position to 21,966 shares worth $13.1M. The position accounts for 7.93% of the portfolio, ranked #1.

Eight 31 Financial first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $26M in Q4 2023. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Eight 31 Financial held 21,966 shares of Vanguard S&P 500 ETF worth $13.1M as of Q1 2026.
Eight 31 Financial bought 322 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $201K.
Vanguard S&P 500 ETF made up 7.93% of Eight 31 Financial's portfolio in Q1 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 10 quarters since.
Eight 31 Financial's Vanguard S&P 500 ETF position peaked at $26M in Q4 2023.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Eight 31 Financial's 13F filing for Q1 2026, filed 15 May 2026.