EIG
VOO icon

Ellenbecker Investment Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Ellenbecker Investment Group’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 		$445K Buy
647
+13
+2% +$8.67K 0.05% 88
2026
Q1 		$379K Sell
634
-25
-4% -$15.6K 0.05% 90
2025
Q4 		$414K Buy
659
+294
+81% +$183K 0.06% 84
2025
Q3 		$224K Sell
365
-22
-6% -$13K 0.03% 118
2025
Q2 		$220K Sell
387
-16
-4% -$8.41K 0.04% 112
2025
Q1 		$208K Sell
403
-135
-25% -$73K 0.04% 111
2024
Q4 		$290K Buy
538
+150
+39% +$81.2K 0.05% 91
2024
Q3 		$205K Buy
+388
New +$197K 0.04% 109

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Ellenbecker Investment Group's VOO Position: Q2 2026 in Review

Ellenbecker Investment Group increased its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q2 2026, buying an estimated $8.67K and bringing the position to 647 shares worth $445K. The position accounts for 0.05% of the portfolio, ranked #88.

Ellenbecker Investment Group first reported a position in VOO in Q3 2024 and has held it in 8 quarters since. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Ellenbecker Investment Group held 647 shares of Vanguard S&P 500 ETF worth $445K as of Q2 2026.
  • Ellenbecker Investment Group bought 13 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $8.67K.
  • Vanguard S&P 500 ETF made up 0.05% of Ellenbecker Investment Group's portfolio in Q2 2026, its #88 holding.
  • Ellenbecker Investment Group first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
  • 4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.