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EQ LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

EQ LLC’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 		$28M Sell
40,811
-1,088
-3% -$725K 6.88% 4
2026
Q1 		$25M Buy
41,899
+318
+0.8% +$199K 7.05% 6
2025
Q4 		$26.1M Buy
41,581
+1,139
+3% +$708K 7.52% 4
2025
Q3 		$24.8M Buy
40,442
+695
+2% +$410K 8.41% 2
2025
Q2 		$22.6M Sell
39,747
-1,268
-3% -$666K 8.76% 2
2025
Q1 		$21.1M Buy
41,015
+1,106
+3% +$598K 9.84% 1
2024
Q4 		$21.5M Buy
39,909
+4,945
+14% +$2.68M 10.1% 2
2024
Q3 		$18.4M Buy
34,964
+3,975
+13% +$2.02M 9.24% 2
2024
Q2 		$15.5M Buy
30,989
+1,243
+4% +$598K 9.28% 2
2024
Q1 		$14.3M Buy
29,746
+2,749
+10% +$1.26M 8.81% 2
2023
Q4 		$11.8M Sell
26,997
-638
-2% -$261K 8.73% 3
2023
Q3 		$10.9M Buy
27,635
+1,859
+7% +$760K 8.05% 2
2023
Q2 		$10.5M Buy
25,776
+1,388
+6% +$535K 8.64% 3
2023
Q1 		$9.17M Buy
24,388
+1,517
+7% +$556K 6.96% 5
2022
Q4 		$8.04M Buy
22,871
+2,928
+15% +$1.03M 6.43% 5
2022
Q3 		$6.55M Buy
19,943
+315
+2% +$115K 5.66% 6
2022
Q2 		$6.81M Buy
19,628
+1,206
+7% +$454K 5.36% 4
2022
Q1 		$7.65M Buy
18,422
+323
+2% +$132K 5.55% 7
2021
Q4 		$7.9M Buy
18,099
+204
+1% +$86.1K 5.51% 6
2021
Q3 		$7.06M Buy
17,895
+433
+2% +$176K 5.39% 5
2021
Q2 		$6.81M Buy
17,462
+393
+2% +$151K 5.2% 5
2021
Q1 		$6.22M Sell
17,069
-1,010
-6% -$358K 5.2% 6
2020
Q4 		$6.21M Buy
+18,079
New +$5.89M 5.75% 5

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

EQ LLC's VOO Position: Q2 2026 in Review

EQ LLC reduced its Vanguard S&P 500 ETF (VOO) stake by 2.6% in Q2 2026, selling an estimated $725K and leaving 40,811 shares worth $28M. The position accounts for 6.88% of the portfolio, ranked #4.

EQ LLC first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. 2,095 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • EQ LLC held 40,811 shares of Vanguard S&P 500 ETF worth $28M as of Q2 2026.
  • EQ LLC sold 1,088 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $725K.
  • Vanguard S&P 500 ETF made up 6.88% of EQ LLC's portfolio in Q2 2026, its #4 holding.
  • EQ LLC first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,095 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on EQ LLC's 13F filing for Q2 2026, filed 23 Jul 2026.