Empirical Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Empirical Asset Management’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	$539K	Buy	9,393 +68	+0.7%	+$42.5K	0.14%	200
2025 Q4	$523K	Buy	9,325 +67	+0.7%	+$41.6K	0.15%	194
2025 Q3	$470K	Buy	9,258 +8,556	+1,219%	+$5.04M	0.13%	236
2025 Q2	$399K	Sell	702 -1	-0.1%	-$526	0.12%	230
2025 Q1	$361K	Buy	703 +2	+0.3%	+$1.08K	0.12%	230
2024 Q4	$378K	Buy	701 +4	+0.6%	+$2.17K	0.13%	198
2024 Q3	$368K	Buy	697 +2	+0.3%	+$1.02K	0.13%	200
2024 Q2	$347K	Sell	695 -2	-0.3%	-$962	0.13%	219
2024 Q1	$335K	Buy	697 +1	+0.1%	+$458	0.16%	186
2023 Q4	$304K	Sell	696 -40	-5%	-$16.4K	0.25%	135
2023 Q3	$289K	Buy	736 +3	+0.4%	+$1.23K	0.25%	124
2023 Q2	$299K	Hold	733	–	–	0.26%	116
2023 Q1	$276K	Sell	733 -46	-6%	-$16.9K	0.26%	114
2022 Q4	$251K	Buy	779 +71	+10%	+$25.1K	0.26%	131
2022 Q3	$232K	Buy	708 +2	+0.3%	+$730	0.25%	126
2022 Q2	$245K	Hold	706	–	–	0.26%	133
2022 Q1	$293K	Buy	706 +3	+0.4%	+$1.23K	0.28%	114
2021 Q4	$307K	Buy	+703	New	+$297K	0.3%	108

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

Empirical Asset Management's VOO Position: Q1 2026 in Review

Empirical Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.73% in Q1 2026, buying an estimated $42.5K and bringing the position to 9,393 shares worth $539K. The position accounts for 0.14% of the portfolio, ranked #200.

Empirical Asset Management first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Empirical Asset Management held 9,393 shares of Vanguard S&P 500 ETF worth $539K as of Q1 2026.
Empirical Asset Management bought 68 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $42.5K.
Vanguard S&P 500 ETF made up 0.14% of Empirical Asset Management's portfolio in Q1 2026, its #200 holding.
Empirical Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.