Envestnet Portfolio Solutions
VOO icon

Envestnet Portfolio Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History

Envestnet Portfolio Solutions’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 		$190M Buy
276,737
+1,285
+0.5% +$857K 0.91% 26
2026
Q1 		$165M Sell
275,452
-1,584,448
-85% -$991M 0.91% 27
2025
Q4 		$1.17B Buy
1,859,900
+34,945
+2% +$21.7M 4.1% 3
2025
Q3 		$1.12B Buy
1,824,955
+9,346
+0.5% +$5.51M 4.12% 3
2025
Q2 		$1.03B Sell
1,815,609
-6,180
-0.3% -$3.25M 3.79% 4
2025
Q1 		$936M Sell
1,821,789
-272,744
-13% -$147M 3.58% 5
2024
Q4 		$1.13B Sell
2,094,533
-5,118
-0.2% -$2.77M 3.69% 5
2024
Q3 		$1.11B Sell
2,099,651
-15,014
-0.7% -$7.63M 3.6% 7
2024
Q2 		$1.06B Sell
2,114,665
-1,088
-0.1% -$524K 3.69% 5
2024
Q1 		$1.02B Sell
2,115,753
-76,913
-4% -$35.2M 3.82% 4
2023
Q4 		$958M Sell
2,192,666
-20,484
-0.9% -$8.39M 3.98% 3
2023
Q3 		$869M Buy
+2,213,150
New +$905M 4.11% 3

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Envestnet Portfolio Solutions's VOO Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Vanguard S&P 500 ETF (VOO) stake by 0.47% in Q2 2026, buying an estimated $857K and bringing the position to 276,737 shares worth $190M. The position accounts for 0.91% of the portfolio, ranked #26.

Envestnet Portfolio Solutions first reported a position in VOO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.17B in Q4 2025. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Envestnet Portfolio Solutions held 276,737 shares of Vanguard S&P 500 ETF worth $190M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 1,285 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $857K.
  • Vanguard S&P 500 ETF made up 0.91% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #26 holding.
  • Envestnet Portfolio Solutions first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Vanguard S&P 500 ETF position peaked at $1.17B in Q4 2025.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.